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Independent Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Independent Financial 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
Q3 		$1.09M Sell
48,136
-4,189
-8% -$97.1K 0.02% 653
2026
Q2 		$1.23M Buy
52,325
+4,980
+11% +$117K 0.02% 610
2026
Q1 		$1.1M Sell
47,345
-100,151
-68% -$2.36M 0.02% 595
2025
Q4 		$3.49M Buy
147,496
+16,716
+13% +$396K 0.08% 237
2025
Q3 		$3.13M Buy
130,780
+25,297
+24% +$601K 0.08% 251
2025
Q2 		$2.51M Sell
105,483
-5,908
-5% -$137K 0.07% 282
2025
Q1 		$2.61M Sell
111,391
-23,610
-17% -$558K 0.09% 224
2024
Q4 		$3.17M Buy
135,001
+19,343
+17% +$459K 0.11% 188
2024
Q3 		$2.78M Buy
115,658
+49,597
+75% +$1.17M 0.1% 206
2024
Q2 		$1.53M Buy
+66,061
New +$1.53M 0.06% 288

Other funds holding SPHY

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM

Independent Financial Group's SPHY Position: Q3 2026 in Review

Independent Financial Group reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 8% in Q3 2026, selling an estimated $97.1K and leaving 48,136 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #653.

Independent Financial Group first reported a position in SPHY in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.49M in Q4 2025. 41 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

  • Independent Financial Group held 48,136 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.09M as of Q3 2026.
  • Independent Financial Group sold 4,189 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $97.1K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #653 holding.
  • Independent Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Independent Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.49M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.