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Joseph P. Lucia & Associates’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Joseph P. Lucia & Associates’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 		$457K Sell
19,476
-1,075
-5% -$25.2K 0.14% 119
2026
Q1 		$479K Buy
20,551
+3,701
+22% +$87.3K 0.17% 107
2025
Q4 		$399K Buy
+16,850
New +$399K 0.14% 118

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Joseph P. Lucia & Associates's SPHY Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5.2% in Q2 2026, selling an estimated $25.2K and leaving 19,476 shares worth $457K. The position accounts for 0.14% of the portfolio, ranked #119.

Joseph P. Lucia & Associates first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $479K in Q1 2026. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Joseph P. Lucia & Associates held 19,476 shares of State Street SPDR Portfolio High Yield Bond ETF worth $457K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 1,075 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $25.2K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.14% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #119 holding.
  • Joseph P. Lucia & Associates first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Joseph P. Lucia & Associates's State Street SPDR Portfolio High Yield Bond ETF position peaked at $479K in Q1 2026.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.