Innovative Asset Advisors Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Innovative Asset Advisors 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	$165K	Sell	7,045 -223	-3%	-$5.22K	0.07%	203
2026 Q1	$169K	Buy	+7,268	New	+$172K	0.1%	153

Other funds holding SPHY

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Innovative Asset Advisors Group's SPHY Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.1% in Q2 2026, selling an estimated $5.22K and leaving 7,045 shares worth $165K. The position accounts for 0.07% of the portfolio, ranked #203.

Innovative Asset Advisors Group first reported a position in SPHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $169K in Q1 2026. 541 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Innovative Asset Advisors Group held 7,045 shares of State Street SPDR Portfolio High Yield Bond ETF worth $165K as of Q2 2026.
Innovative Asset Advisors Group sold 223 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $5.22K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.07% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #203 holding.
Innovative Asset Advisors Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2026 and has held it in 2 quarters since.
Innovative Asset Advisors Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $169K in Q1 2026.
541 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.