Moneta Group Investment Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Moneta Group Investment 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	$961K	Buy	40,999 +15,002	+58%	+$352K	0.01%	405
2026 Q1	$606K	Buy	25,997 +3,684	+17%	+$86.9K	﹤0.01%	458
2025 Q4	$528K	Buy	+22,313	New	+$529K	﹤0.01%	483

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

Moneta Group Investment Advisors's SPHY Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 58% in Q2 2026, buying an estimated $352K and bringing the position to 40,999 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #405.

Moneta Group Investment Advisors first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Moneta Group Investment Advisors held 40,999 shares of State Street SPDR Portfolio High Yield Bond ETF worth $961K as of Q2 2026.
Moneta Group Investment Advisors bought 15,002 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $352K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #405 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.