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Investment Advisory Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Investment Advisory 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
Q1 		$399K Buy
17,108
+2,035
+14% +$48K 0.1% 126
2025
Q4 		$357K Buy
15,073
+3,544
+31% +$84K 0.09% 135
2025
Q3 		$276K Buy
+11,529
New +$274K 0.08% 149

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Investment Advisory Group's SPHY Position: Q1 2026 in Review

Investment Advisory Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 14% in Q1 2026, buying an estimated $48K and bringing the position to 17,108 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #126.

Investment Advisory Group first reported a position in SPHY in Q3 2025 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Investment Advisory Group held 17,108 shares of State Street SPDR Portfolio High Yield Bond ETF worth $399K as of Q1 2026.
  • Investment Advisory Group bought 2,035 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $48K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.1% of Investment Advisory Group's portfolio in Q1 2026, its #126 holding.
  • Investment Advisory Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.