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

Mutual 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	$1.85M	Buy	79,305 +24,356	+44%	+$575K	0.04%	396
2025 Q4	$1.3M	Buy	+54,949	New	+$1.3M	0.03%	490
2024 Q3	–	Sell	-55,339	Closed	-$1.3M	–	1151
2024 Q2	$1.3M	Buy	+55,339	New	+$1.28M	0.04%	396
2023 Q4	–	Sell	-12,444	Closed	-$279K	–	1069
2023 Q3	$279K	Buy	+12,444	New	+$283K	0.01%	804

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

Mutual Advisors's SPHY Position: Q1 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 44% in Q1 2026, buying an estimated $575K and bringing the position to 79,305 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #396.

Mutual Advisors first reported a position in SPHY in Q3 2023 and has held it in 4 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Mutual Advisors held 79,305 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.85M as of Q1 2026.
Mutual Advisors bought 24,356 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $575K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #396 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and has held it in 4 quarters since.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

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