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

Portland 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	$511K	Sell	21,821 -20	-0.1%	-$469	0.93%	42
2026 Q1	$509K	Buy	21,841 +1,555	+8%	+$36.7K	1.06%	35
2025 Q4	$480K	Buy	20,286 +618	+3%	+$14.7K	1.02%	36
2025 Q3	$471K	Buy	19,668 +1,213	+7%	+$28.8K	1%	34
2025 Q2	$439K	Buy	18,455 +220	+1%	+$5.12K	1.05%	35
2025 Q1	$427K	Buy	18,235 +7,001	+62%	+$165K	1.09%	33
2024 Q4	$264K	Buy	+11,234	New	+$267K	0.71%	50

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

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

Portland Financial Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.09% in Q2 2026, selling an estimated $469 and leaving 21,821 shares worth $511K. The position accounts for 0.93% of the portfolio, ranked #42.

Portland Financial Advisors first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Portland Financial Advisors held 21,821 shares of State Street SPDR Portfolio High Yield Bond ETF worth $511K as of Q2 2026.
Portland Financial Advisors sold 20 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $469.
State Street SPDR Portfolio High Yield Bond ETF made up 0.93% of Portland Financial Advisors's portfolio in Q2 2026, its #42 holding.
Portland Financial Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.