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

Pacific Excel 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	$1.79M	Buy	+76,483	New	+$1.79M	0.69%	34

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

Pacific Excel Wealth Advisors's SPHY Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 76,483 shares worth $1.79M. The stake represents 0.69% of the portfolio and ranks #34 among its holdings.

557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Pacific Excel Wealth Advisors held 76,483 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.79M as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.69% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #34 holding.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.