New Insight Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

New Insight Wealth 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	$699K	Sell	29,820 -4,965	-14%	-$116K	0.21%	65
2026 Q1	$811K	Sell	34,785 -1,110	-3%	-$26.2K	0.29%	56
2025 Q4	$850K	Buy	35,895 +500	+1%	+$11.9K	0.3%	56
2025 Q3	$847K	Sell	35,395 -6,370	-15%	-$151K	0.32%	51
2025 Q2	$994K	Sell	41,765 -4,513	-10%	-$105K	0.41%	41
2025 Q1	$1.08M	Buy	46,278 +4,324	+10%	+$102K	0.49%	40
2024 Q4	$985K	Buy	41,954 +4,464	+12%	+$106K	0.49%	37
2024 Q3	$902K	Buy	37,490 +13,005	+53%	+$307K	0.47%	36
2024 Q2	$569K	Buy	+24,485	New	+$567K	0.33%	41

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

New Insight Wealth Advisors's SPHY Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 14% in Q2 2026, selling an estimated $116K and leaving 29,820 shares worth $699K. The position accounts for 0.21% of the portfolio, ranked #65.

New Insight Wealth Advisors first reported a position in SPHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q1 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

New Insight Wealth Advisors held 29,820 shares of State Street SPDR Portfolio High Yield Bond ETF worth $699K as of Q2 2026.
New Insight Wealth Advisors sold 4,965 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $116K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.21% of New Insight Wealth Advisors's portfolio in Q2 2026, its #65 holding.
New Insight Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 9 quarters since.
New Insight Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.08M in Q1 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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