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

Index Fund 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	$581K	Buy	24,781 +425	+2%	+$9.96K	0.02%	85
2026 Q1	$568K	Buy	24,356 +700	+3%	+$16.5K	0.03%	81
2025 Q4	$560K	Sell	23,656 -23,587	-50%	-$559K	0.03%	87
2025 Q3	$1.13M	Buy	47,243 +421	+0.9%	+$10K	0.05%	57
2025 Q2	$1.11M	Hold	46,822	–	–	0.06%	51
2025 Q1	$1.1M	Sell	46,822 -44,426	-49%	-$1.05M	0.07%	36
2024 Q4	$2.14M	Buy	91,248 +9,010	+11%	+$214K	0.12%	28
2024 Q3	$1.98M	Sell	82,238 -1,283	-2%	-$30.3K	0.1%	28
2024 Q2	$1.94M	Buy	83,521 +30,532	+58%	+$707K	0.11%	27
2024 Q1	$1.24M	Buy	52,989 +10,188	+24%	+$238K	0.07%	32
2023 Q4	$1M	Buy	42,801 +22,800	+114%	+$515K	0.06%	35
2023 Q3	$448K	Buy	20,001 +4,584	+30%	+$104K	0.03%	57
2023 Q2	$352K	Hold	15,417	–	–	0.02%	66
2023 Q1	$354K	Buy	+15,417	New	+$351K	0.02%	68

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

Index Fund Advisors's SPHY Position: Q2 2026 in Review

Index Fund Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.7% in Q2 2026, buying an estimated $9.96K and bringing the position to 24,781 shares worth $581K. The position accounts for 0.02% of the portfolio, ranked #85.

Index Fund Advisors first reported a position in SPHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.14M in Q4 2024. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Index Fund Advisors held 24,781 shares of State Street SPDR Portfolio High Yield Bond ETF worth $581K as of Q2 2026.
Index Fund Advisors bought 425 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $9.96K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Index Fund Advisors's portfolio in Q2 2026, its #85 holding.
Index Fund Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and has held it in 14 quarters since.
Index Fund Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.14M in Q4 2024.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.