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

OneDigital 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 Q1	$244K	Sell	10,477 -6,774	-39%	-$160K	﹤0.01%	1295
2025 Q4	$408K	Sell	17,251 -84,262	-83%	-$2M	﹤0.01%	1048
2025 Q3	$2.43M	Buy	101,513 +2,175	+2%	+$51.6K	0.02%	393
2025 Q2	$2.36M	Sell	99,338 -402,515	-80%	-$9.37M	0.03%	389
2025 Q1	$11.8M	Buy	501,853 +20,888	+4%	+$494K	0.14%	137
2024 Q4	$11.3M	Buy	480,965 +469,521	+4,103%	+$11.1M	0.13%	141
2024 Q3	$275K	Buy	11,444 +26	+0.2%	+$614	﹤0.01%	1199
2024 Q2	$265K	Sell	11,418 -137	-1%	-$3.17K	﹤0.01%	1163
2024 Q1	$271K	Buy	11,555 +1,077	+10%	+$25.1K	﹤0.01%	950
2023 Q4	$245K	Buy	+10,478	New	+$237K	﹤0.01%	983

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

OneDigital Investment Advisors's SPHY Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 39% in Q1 2026, selling an estimated $160K and leaving 10,477 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

OneDigital Investment Advisors first reported a position in SPHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.8M in Q1 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

OneDigital Investment Advisors held 10,477 shares of State Street SPDR Portfolio High Yield Bond ETF worth $244K as of Q1 2026.
OneDigital Investment Advisors sold 6,774 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $160K.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1295 holding.
OneDigital Investment 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.
OneDigital Investment Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $11.8M in Q1 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.