Kestra Advisory Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Kestra Advisory Services’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	$14.1M	Buy	599,927 +375,819	+168%	+$8.81M	0.05%	416
2026 Q1	$5.23M	Buy	224,108 +37,037	+20%	+$874K	0.02%	764
2025 Q4	$4.43M	Buy	187,071 +104,755	+127%	+$2.48M	0.02%	806
2025 Q3	$1.97M	Sell	82,316 -4,758	-5%	-$113K	0.01%	1158
2025 Q2	$2.07M	Buy	87,074 +33,442	+62%	+$778K	0.01%	1056
2025 Q1	$1.26M	Sell	53,632 -24,873	-32%	-$588K	0.01%	1250
2024 Q4	$1.84M	Sell	78,505 -208,458	-73%	-$4.95M	0.01%	1042
2024 Q3	$6.9M	Sell	286,963 -22,176	-7%	-$523K	0.04%	484
2024 Q2	$7.18M	Buy	309,139 +290,678	+1,575%	+$6.73M	0.04%	470
2024 Q1	$433K	Buy	18,461 +855	+5%	+$20K	﹤0.01%	1756
2023 Q4	$412K	Sell	17,606 -6,499	-27%	-$147K	﹤0.01%	1641
2023 Q3	$540K	Sell	24,105 -695	-3%	-$15.8K	0.01%	1332
2023 Q2	$566K	Sell	24,800 -265	-1%	-$6.01K	0.01%	1268
2023 Q1	$576K	Sell	25,065 -2,358	-9%	-$53.7K	0.01%	1202
2022 Q4	$613K	Buy	27,423 +11,399	+71%	+$255K	0.01%	1278
2022 Q3	$350K	Buy	16,024 +1,375	+9%	+$31.6K	﹤0.01%	1520
2022 Q2	$329K	Buy	14,649 +1,025	+8%	+$24.4K	﹤0.01%	1563
2022 Q1	$342K	Buy	13,624 +1,728	+15%	+$44.2K	﹤0.01%	1513
2021 Q4	$316K	Sell	11,896 -68,733	-85%	-$1.82M	﹤0.01%	1577
2021 Q3	$2.16M	Buy	80,629 +69,008	+594%	+$1.85M	0.02%	674
2021 Q2	$312K	Buy	+11,621	New	+$310K	﹤0.01%	1545
2021 Q1	–	Sell	-12,844	Closed	-$340K	–	2044
2020 Q4	$340K	Buy	+12,844	New	+$332K	﹤0.01%	1410

Other funds holding SPHY

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

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 San Francisco, California $617B AUM 30.33% 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

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

Kestra Advisory Services's SPHY Position: Q2 2026 in Review

Kestra Advisory Services increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 168% in Q2 2026, buying an estimated $8.81M and bringing the position to 599,927 shares worth $14.1M. The position accounts for 0.05% of the portfolio, ranked #416.

Kestra Advisory Services first reported a position in SPHY in Q4 2020 and has held it in 22 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Kestra Advisory Services held 599,927 shares of State Street SPDR Portfolio High Yield Bond ETF worth $14.1M as of Q2 2026.
Kestra Advisory Services bought 375,819 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $8.81M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Kestra Advisory Services's portfolio in Q2 2026, its #416 holding.
Kestra Advisory Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2020 and has held it in 22 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.