Lantern Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Lantern Wealth 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	$2.21M	Buy	94,384 +22,929	+32%	+$537K	1.01%	24
2026 Q1	$1.67M	Buy	71,455 +2,135	+3%	+$50.4K	0.85%	29
2025 Q4	$1.64M	Buy	69,320 +2,037	+3%	+$48.3K	0.87%	29
2025 Q3	$1.61M	Sell	67,283 -2,176	-3%	-$51.7K	0.85%	29
2025 Q2	$1.65M	Buy	+69,459	New	+$1.62M	0.98%	29
2024 Q4	$1.45M	Sell	61,751 -1,417	-2%	-$33.6K	0.94%	33
2024 Q3	$1.52M	Buy	63,168 +3,550	+6%	+$83.8K	1.05%	26
2024 Q2	$1.38M	Buy	59,618 +571	+1%	+$13.2K	1%	27
2024 Q1	$1.39M	Sell	59,047 -110	-0.2%	-$2.57K	0.97%	28
2023 Q4	$1.38M	Buy	+59,157	New	+$1.34M	1.08%	26

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

Lantern Wealth Advisors's SPHY Position: Q2 2026 in Review

Lantern Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 32% in Q2 2026, buying an estimated $537K and bringing the position to 94,384 shares worth $2.21M. The position accounts for 1.01% of the portfolio, ranked #24.

Lantern Wealth Advisors first reported a position in SPHY in Q4 2023 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Lantern Wealth Advisors held 94,384 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.21M as of Q2 2026.
Lantern Wealth Advisors bought 22,929 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $537K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.01% of Lantern Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Lantern Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 10 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.