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

MONECO 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	$212K	Buy	9,061 +470	+5%	+$11K	0.01%	567
2026 Q1	$200K	Sell	8,591 -567	-6%	-$13.4K	0.02%	508
2025 Q4	$217K	Sell	9,158 -174	-2%	-$4.13K	0.02%	465
2025 Q3	$223K	Buy	9,332 +358	+4%	+$8.5K	0.02%	456
2025 Q2	$214K	Buy	+8,974	New	+$209K	0.02%	449
2025 Q1	–	Sell	-10,102	Closed	-$237K	–	489
2024 Q4	$237K	Buy	10,102 +316	+3%	+$7.5K	0.03%	414
2024 Q3	$235K	Sell	9,786 -2,809	-22%	-$66.3K	0.03%	391
2024 Q2	$293K	Sell	12,595 -2,386	-16%	-$55.3K	0.04%	322
2024 Q1	$351K	Sell	14,981 -6,666	-31%	-$156K	0.06%	289
2023 Q4	$506K	Buy	+21,647	New	+$489K	0.1%	213

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

MONECO Advisors's SPHY Position: Q2 2026 in Review

MONECO Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5.5% in Q2 2026, buying an estimated $11K and bringing the position to 9,061 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #567.

MONECO Advisors first reported a position in SPHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $506K in Q4 2023. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

MONECO Advisors held 9,061 shares of State Street SPDR Portfolio High Yield Bond ETF worth $212K as of Q2 2026.
MONECO Advisors bought 470 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $11K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of MONECO Advisors's portfolio in Q2 2026, its #567 holding.
MONECO 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.
MONECO Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $506K in Q4 2023.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.