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

Investment Research & 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 Q2	$507K	Buy	21,645 +1,866	+9%	+$43.7K	0.16%	58
2026 Q1	$461K	Buy	19,779 +1,238	+7%	+$29.2K	0.16%	58
2025 Q4	$439K	Buy	18,541 +1,233	+7%	+$29.2K	0.15%	59
2025 Q3	$414K	Buy	17,308 +590	+4%	+$14K	0.14%	62
2025 Q2	$398K	Buy	16,718 +10,999	+192%	+$256K	0.15%	60
2025 Q1	$134K	Buy	5,719 +1,190	+26%	+$28.1K	0.06%	79
2024 Q4	$106K	Buy	4,529 +4,484	+9,964%	+$106K	0.04%	83
2024 Q3	$1.08K	Hold	45	–	–	﹤0.01%	191
2024 Q2	$1.04K	Hold	45	–	–	﹤0.01%	188
2024 Q1	$1.06K	Hold	45	–	–	﹤0.01%	188
2023 Q4	$1.05K	Hold	45	–	–	﹤0.01%	194
2023 Q3	$1.01K	Hold	45	–	–	﹤0.01%	191
2023 Q2	$1.03K	Buy	+45	New	+$1.02K	﹤0.01%	200

Other funds holding SPHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $598M AUM 26.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investment Research & Advisory Group's SPHY Position: Q2 2026 in Review

Investment Research & Advisory Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 9.4% in Q2 2026, buying an estimated $43.7K and bringing the position to 21,645 shares worth $507K. The position accounts for 0.16% of the portfolio, ranked #58.

Investment Research & Advisory Group first reported a position in SPHY in Q2 2023 and has held it in 13 quarters since. 217 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Investment Research & Advisory Group held 21,645 shares of State Street SPDR Portfolio High Yield Bond ETF worth $507K as of Q2 2026.
Investment Research & Advisory Group bought 1,866 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $43.7K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.16% of Investment Research & Advisory Group's portfolio in Q2 2026, its #58 holding.
Investment Research & Advisory Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2023 and has held it in 13 quarters since.
217 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.