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

Prevail Innovative 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	–	Sell	-105,742	Closed	-$2.47M	–	236
2026 Q1	$2.47M	Buy	105,742 +30,638	+41%	+$723K	0.42%	76
2025 Q4	$1.78M	Buy	75,104 +2,847	+4%	+$67.5K	0.32%	116
2025 Q3	$1.73M	Buy	72,257 +25,305	+54%	+$601K	0.34%	108
2025 Q2	$1.12M	Buy	46,952 +10,750	+30%	+$250K	0.25%	123
2025 Q1	$848K	Buy	36,202 +12,534	+53%	+$296K	0.23%	115
2024 Q4	$555K	Buy	23,668 +7,176	+44%	+$170K	0.16%	119
2024 Q3	$397K	Buy	+16,492	New	+$389K	0.12%	129

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

Prevail Innovative Wealth Advisors's SPHY Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 105,742 shares — an estimated $2.47M sold.

Prevail Innovative Wealth Advisors first reported a position in SPHY in Q3 2024 and held it in 7 quarters. The position peaked at $2.47M in Q1 2026. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 105,742 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $2.47M.
Prevail Innovative Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and held it in 7 quarters.
Prevail Innovative Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.47M in Q1 2026.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.