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

Lifeworks 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 Q1	$582K	Sell	24,951 -51,823	-68%	-$1.22M	0.07%	178
2025 Q4	$1.82M	Sell	76,774 -291	-0.4%	-$6.9K	0.24%	97
2025 Q3	$1.84M	Sell	77,065 -1,607	-2%	-$38.2K	0.25%	91
2025 Q2	$1.87M	Sell	78,672 -2,404	-3%	-$55.9K	0.28%	87
2025 Q1	$1.9M	Buy	81,076 +54,289	+203%	+$1.28M	0.32%	82
2024 Q4	$629K	Sell	26,787 -6,564	-20%	-$156K	0.11%	147
2024 Q3	$802K	Buy	+33,351	New	+$787K	0.16%	133

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lifeworks Advisors's SPHY Position: Q1 2026 in Review

Lifeworks Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 68% in Q1 2026, selling an estimated $1.22M and leaving 24,951 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #178.

Lifeworks Advisors first reported a position in SPHY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Lifeworks Advisors held 24,951 shares of State Street SPDR Portfolio High Yield Bond ETF worth $582K as of Q1 2026.
Lifeworks Advisors sold 51,823 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $1.22M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.07% of Lifeworks Advisors's portfolio in Q1 2026, its #178 holding.
Lifeworks Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 7 quarters since.
Lifeworks Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.9M in Q1 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.