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Kelleher Financial Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Kelleher Financial Advisors’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 		$422K Buy
+17,995
New +$422K 0.06% 186

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

Kelleher Financial Advisors's SPHY Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 17,995 shares worth $422K. The stake represents 0.06% of the portfolio and ranks #186 among its holdings.

555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Kelleher Financial Advisors held 17,995 shares of State Street SPDR Portfolio High Yield Bond ETF worth $422K as of Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Kelleher Financial Advisors position in Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of Kelleher Financial Advisors's portfolio in Q2 2026, its #186 holding.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.