Independent Advisor Alliance’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Independent Advisor Alliance’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	–	Sell	-520,588	Closed	-$12.1M	–	1549
2026 Q1	$12.1M	Buy	+520,588	New	+$12.3M	0.13%	144
2025 Q1	–	Sell	-466,400	Closed	-$10.9M	–	1292
2024 Q4	$10.9M	Buy	+466,400	New	+$11.1M	0.15%	157

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Independent Advisor Alliance's SPHY Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 520,588 shares — an estimated $12.1M sold.

Independent Advisor Alliance first reported a position in SPHY in Q4 2024 and held it in 2 quarters. The position peaked at $12.1M in Q1 2026. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 520,588 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $12.1M.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's State Street SPDR Portfolio High Yield Bond ETF position peaked at $12.1M in Q1 2026.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.