IA
SPHY icon

IFP Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

IFP Advisors’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 		$4.76M Buy
202,937
+27,029
+15% +$633K 0.09% 266
2026
Q1 		$4.1M Buy
175,908
+10,721
+6% +$253K 0.09% 255
2025
Q4 		$3.91M Buy
165,187
+14,033
+9% +$333K 0.09% 243
2025
Q3 		$3.62M Buy
151,154
+7,231
+5% +$172K 0.09% 231
2025
Q2 		$3.43M Buy
143,923
+126,232
+714% +$2.94M 0.1% 225
2025
Q1 		$414K Buy
17,691
+4,570
+35% +$108K 0.01% 840
2024
Q4 		$308K Sell
13,121
-1,821
-12% -$43.2K 0.01% 925
2024
Q3 		$359K Buy
14,942
+2,733
+22% +$64.5K 0.01% 819
2024
Q2 		$284K Buy
12,209
+2,186
+22% +$50.6K 0.01% 864
2024
Q1 		$235K Buy
10,023
+5,661
+130% +$132K 0.01% 926
2023
Q4 		$102K Sell
4,362
-10,707
-71% -$242K ﹤0.01% 1236
2023
Q3 		$338K Sell
15,069
-19
-0.1% -$432 0.02% 734
2023
Q2 		$345K Buy
15,088
+12,071
+400% +$274K 0.01% 790
2023
Q1 		$76.9K Sell
3,017
-2,406
-44% -$54.8K ﹤0.01% 1383
2022
Q4 		$139K Buy
5,423
+307
+6% +$6.87K ﹤0.01% 1559
2022
Q3 		$132K Buy
5,116
+1,239
+32% +$28.5K ﹤0.01% 1668
2022
Q2 		$101K Hold
3,877
– – ﹤0.01% 1684
2022
Q1 		$101K Buy
+3,877
New +$99.1K ﹤0.01% 1684
2021
Q3 		– Sell
-3
Closed – – 3450
2021
Q2 		$0 Hold
3
– – ﹤0.01% 3220
2021
Q1 		$0 Hold
3
– – ﹤0.01% 3212
2020
Q4 		$0 Hold
3
– – ﹤0.01% 3081
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2992
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2931
2020
Q1 		$0 Hold
3
– – ﹤0.01% 2986
2019
Q4 		$0 Hold
3
– – ﹤0.01% 3098
2019
Q3 		$0 Buy
+3
New +$78 ﹤0.01% 3142

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

IFP Advisors's SPHY Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 15% in Q2 2026, buying an estimated $633K and bringing the position to 202,937 shares worth $4.76M. The position accounts for 0.09% of the portfolio, ranked #266.

IFP Advisors first reported a position in SPHY in Q3 2019 and has held it in 26 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • IFP Advisors held 202,937 shares of State Street SPDR Portfolio High Yield Bond ETF worth $4.76M as of Q2 2026.
  • IFP Advisors bought 27,029 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $633K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #266 holding.
  • IFP Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.