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

NewEdge 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 		$7.84M Buy
334,333
+69,852
+26% +$1.64M 0.02% 583
2026
Q1 		$6.17M Buy
264,481
+2,754
+1% +$65K 0.02% 611
2025
Q4 		$6.2M Sell
261,727
-120,635
-32% -$2.86M 0.02% 582
2025
Q3 		$9.15M Buy
382,362
+42,124
+12% +$1M 0.04% 422
2025
Q2 		$8.1M Buy
340,238
+17,658
+5% +$411K 0.04% 417
2025
Q1 		$7.55M Buy
322,580
+30,405
+10% +$719K 0.04% 387
2024
Q4 		$6.86M Buy
292,175
+34,905
+14% +$828K 0.04% 402
2024
Q3 		$6.19M Buy
257,270
+46,413
+22% +$1.1M 0.04% 411
2024
Q2 		$4.9M Buy
210,857
+56,458
+37% +$1.31M 0.04% 453
2024
Q1 		$3.62M Buy
154,399
+45,851
+42% +$1.07M 0.03% 491
2023
Q4 		$2.54M Buy
108,548
+58,553
+117% +$1.32M 0.02% 583
2023
Q3 		$1.12M Buy
49,995
+5,869
+13% +$133K 0.01% 820
2023
Q2 		$1.01M Buy
44,126
+4,691
+12% +$106K 0.01% 865
2023
Q1 		$906K Buy
39,435
+667
+2% +$15.2K 0.01% 824
2022
Q4 		$39.5K Buy
38,768
+4,080
+12% +$91.3K ﹤0.01% 1819
2022
Q3 		$757K Buy
34,688
+12,735
+58% +$293K 0.01% 767
2022
Q2 		$493K Buy
21,953
+1,913
+10% +$45.5K 0.01% 988
2022
Q1 		$503K Buy
20,040
+4,255
+27% +$109K 0.01% 854
2021
Q4 		$419K Sell
15,785
-225
-1% -$5.97K 0.01% 1157
2021
Q3 		$429K Buy
16,010
+150
+0.9% +$4.02K 0.01% 791
2021
Q2 		$426K Buy
15,860
+5,800
+58% +$155K 0.01% 788
2021
Q1 		$267K Buy
10,060
+1,085
+12% +$28.8K 0.01% 851
2020
Q4 		$238K Buy
+8,975
New +$232K 0.01% 834

Other funds holding SPHY

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Neuberger Berman Group
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

NewEdge Advisors's SPHY Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 26% in Q2 2026, buying an estimated $1.64M and bringing the position to 334,333 shares worth $7.84M. The position accounts for 0.02% of the portfolio, ranked #583.

NewEdge Advisors first reported a position in SPHY in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.15M in Q3 2025. 483 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • NewEdge Advisors held 334,333 shares of State Street SPDR Portfolio High Yield Bond ETF worth $7.84M as of Q2 2026.
  • NewEdge Advisors bought 69,852 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1.64M.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #583 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $9.15M in Q3 2025.
  • 483 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.