Maia Wealth’s State Street SPDR Portfolio High Yield Bond Index ETF SPHY Stock Holding History

Maia Wealth’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 Q3	$6.81M	Buy	301,371 +61,629	+26%	+$1.43M	0.94%	24
2026 Q2	$5.62M	Buy	239,742 +54,455	+29%	+$1.28M	0.83%	27
2026 Q1	$4.32M	Buy	185,287 +33,493	+22%	+$790K	0.73%	33
2025 Q4	$3.6M	Buy	151,794 +48,811	+47%	+$1.16M	0.61%	46
2025 Q3	$2.44M	Buy	102,983 +57,104	+124%	+$1.36M	0.41%	67
2025 Q2	$1.09M	Buy	45,879 +16,769	+58%	+$390K	0.21%	124
2025 Q1	$664K	Buy	29,110 +4,263	+17%	+$101K	0.15%	147
2024 Q4	$592K	Buy	24,847 +9,577	+63%	+$227K	0.13%	150
2024 Q3	$362K	Buy	+15,270	New	+$360K	0.09%	175

Other funds holding SPHY

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Maia Wealth's SPHY Position: Q3 2026 in Review

Maia Wealth increased its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) stake by 26% in Q3 2026, buying an estimated $1.43M and bringing the position to 301,371 shares worth $6.81M. The position accounts for 0.94% of the portfolio, ranked #24.

Maia Wealth first reported a position in SPHY in Q3 2024 and has held it in 9 quarters since. 390 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Maia Wealth held 301,371 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $6.81M as of Q3 2026.
Maia Wealth bought 61,629 State Street SPDR Portfolio High Yield Bond Index ETF shares in Q3 2026, an estimated $1.43M.
State Street SPDR Portfolio High Yield Bond Index ETF made up 0.94% of Maia Wealth's portfolio in Q3 2026, its #24 holding.
Maia Wealth first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q3 2024 and has held it in 9 quarters since.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.