Maia Wealth’s State Street SPDR Portfolio High Yield Bond 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 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

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

Maia Wealth's SPHY Position: Q2 2026 in Review

Maia Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 29% in Q2 2026, buying an estimated $1.28M and bringing the position to 239,742 shares worth $5.62M. The position accounts for 0.83% of the portfolio, ranked #27.

Maia Wealth first reported a position in SPHY in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Maia Wealth held 239,742 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.62M as of Q2 2026.
Maia Wealth bought 54,455 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1.28M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.83% of Maia Wealth's portfolio in Q2 2026, its #27 holding.
Maia Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 8 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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