HF Advisory Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

HF Advisory Group’s Portfolio SPHY Stock Details SPHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.94M	Buy	253,222 +24,023	+10%	+$563K	1.83%	6
2026 Q1	$5.34M	Buy	229,199 +19,729	+9%	+$466K	1.82%	8
2025 Q4	$4.96M	Buy	209,470 +21,552	+11%	+$511K	1.73%	9
2025 Q3	$4.5M	Buy	187,918 +20,631	+12%	+$490K	1.65%	9
2025 Q2	$3.98M	Buy	167,287 +27,686	+20%	+$644K	1.57%	12
2025 Q1	$3.27M	Buy	139,601 +16,234	+13%	+$384K	1.43%	15
2024 Q4	$2.9M	Buy	123,367 +5,989	+5%	+$142K	1.33%	18
2024 Q3	$2.82M	Buy	117,378 +6,941	+6%	+$164K	1.31%	14
2024 Q2	$2.57M	Buy	110,437 +2,805	+3%	+$65K	1.33%	13
2024 Q1	$2.53M	Buy	107,632 +4,163	+4%	+$97.2K	1.41%	14
2023 Q4	$2.42M	Buy	103,469 +1,510	+1%	+$34.1K	1.54%	10
2023 Q3	$2.29M	Buy	101,959 +7,304	+8%	+$166K	1.7%	9
2023 Q2	$2.16M	Buy	94,655 +40,685	+75%	+$923K	1.71%	13
2023 Q1	$1.24M	Buy	53,970 +8,039	+18%	+$183K	1.1%	25
2022 Q4	$1.03M	Buy	+45,931	New	+$1.03M	1.04%	26

Other funds holding SPHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

HF Advisory Group's SPHY Position: Q2 2026 in Review

HF Advisory Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 10% in Q2 2026, buying an estimated $563K and bringing the position to 253,222 shares worth $5.94M. The position accounts for 1.83% of the portfolio, ranked #6.

HF Advisory Group first reported a position in SPHY in Q4 2022 and has held it in 15 quarters since. 76 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

HF Advisory Group held 253,222 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.94M as of Q2 2026.
HF Advisory Group bought 24,023 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $563K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.83% of HF Advisory Group's portfolio in Q2 2026, its #6 holding.
HF Advisory Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 15 quarters since.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.