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

Petra 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	$562K	Buy	+23,964	New	+$561K	0.26%	91
2026 Q1	–	Sell	-15,115	Closed	-$358K	–	146
2025 Q4	$358K	Buy	15,115 +2,227	+17%	+$52.8K	0.21%	108
2025 Q3	$309K	Buy	12,888 +648	+5%	+$15.4K	0.18%	117
2025 Q2	$291K	Buy	12,240 +718	+6%	+$16.7K	0.18%	117
2025 Q1	$270K	Sell	11,522 -653	-5%	-$15.4K	0.22%	97
2024 Q4	$286K	Buy	12,175 +387	+3%	+$9.18K	0.19%	110
2024 Q3	$284K	Buy	11,788 +328	+3%	+$7.74K	0.19%	115
2024 Q2	$266K	Sell	11,460 -5,119	-31%	-$119K	0.19%	107
2024 Q1	$388K	Hold	16,579	–	–	0.28%	85
2023 Q4	$388K	Buy	+16,579	New	+$375K	0.32%	81

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

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

Petra Financial Advisors opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 23,964 shares worth $562K. The stake represents 0.26% of the portfolio and ranks #91 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in SPHY as recently as Q4 2025.

Petra Financial Advisors first reported a position in SPHY in Q4 2023 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Petra Financial Advisors held 23,964 shares of State Street SPDR Portfolio High Yield Bond ETF worth $562K as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Petra Financial Advisors position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.26% of Petra Financial Advisors's portfolio in Q2 2026, its #91 holding.
Petra Financial 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.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.