Investor's Fiduciary Advisor Network’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-15,375	Closed	-$363K	–	300
2025 Q4	$363K	Sell	15,375 -1,300	-8%	-$30.8K	0.08%	213
2025 Q3	$399K	Buy	16,675 +715	+4%	+$17K	0.14%	161
2025 Q2	$379K	Buy	15,960 +280	+2%	+$6.52K	0.14%	156
2025 Q1	$367K	Hold	15,680	–	–	0.17%	125
2024 Q4	$368K	Buy	+15,680	New	+$372K	0.14%	151

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

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

Investor's Fiduciary Advisor Network's SPHY Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 15,375 shares — an estimated $363K sold.

Investor's Fiduciary Advisor Network first reported a position in SPHY in Q4 2024 and held it in 5 quarters. The position peaked at $399K in Q3 2025. 527 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Investor's Fiduciary Advisor Network reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 15,375 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $363K.
Investor's Fiduciary Advisor Network first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and held it in 5 quarters.
Investor's Fiduciary Advisor Network's State Street SPDR Portfolio High Yield Bond ETF position peaked at $399K in Q3 2025.
527 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.