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

Peak Financial 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 		$332K Sell
14,145
-358
-2% -$8.39K 0.14% 72
2026
Q1 		$338K Sell
14,503
-2,606
-15% -$61.5K 0.15% 65
2025
Q4 		$405K Sell
17,109
-333
-2% -$7.89K 0.18% 81
2025
Q3 		$418K Sell
17,442
-3,073
-15% -$73K 0.2% 77
2025
Q2 		$488K Buy
20,515
+5,244
+34% +$122K 0.25% 65
2025
Q1 		$358K Buy
15,271
+407
+3% +$9.62K 0.18% 65
2024
Q4 		$349K Sell
14,864
-235
-2% -$5.58K 0.18% 68
2024
Q3 		$363K Buy
15,099
+867
+6% +$20.5K 0.19% 67
2024
Q2 		$331K Buy
14,232
+483
+4% +$11.2K 0.19% 68
2024
Q1 		$323K Buy
13,749
+4,093
+42% +$95.5K 0.2% 63
2023
Q4 		$226K Sell
9,656
-2,427
-20% -$54.8K 0.15% 68
2023
Q3 		$271K Sell
12,083
-6,671
-36% -$152K 0.29% 43
2023
Q2 		$428K Buy
+18,754
New +$426K 0.34% 41

Other funds holding SPHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Peak Financial Advisors's SPHY Position: Q2 2026 in Review

Peak Financial Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.5% in Q2 2026, selling an estimated $8.39K and leaving 14,145 shares worth $332K. The position accounts for 0.14% of the portfolio, ranked #72.

Peak Financial Advisors first reported a position in SPHY in Q2 2023 and has held it in 13 quarters since. The position peaked at $488K in Q2 2025. 111 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Peak Financial Advisors held 14,145 shares of State Street SPDR Portfolio High Yield Bond ETF worth $332K as of Q2 2026.
  • Peak Financial Advisors sold 358 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $8.39K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.14% of Peak Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Peak Financial Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Peak Financial Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $488K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.