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Realta Investment Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Realta Investment 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
Q3 		$129K Sell
5,727
-83
-1% -$1.92K 0.04% 228
2026
Q2 		$136K Sell
5,810
-198
-3% -$4.64K 0.04% 230
2026
Q1 		$140K Sell
6,008
-605
-9% -$14.3K 0.05% 214
2025
Q4 		$157K Buy
6,613
+2,564
+63% +$60.8K 0.05% 205
2025
Q3 		$96.9K Buy
4,049
+1,665
+70% +$39.5K 0.03% 212
2025
Q2 		$56.7K Sell
2,384
-218
-8% -$5.07K 0.02% 225
2025
Q1 		$60.9K Buy
2,602
+93
+4% +$2.2K 0.03% 223
2024
Q4 		$59.2K Buy
+2,509
New +$59.5K 0.02% 243
2023
Q4 		– Sell
-1,004
Closed -$22.9K – 749
2023
Q3 		$22.9K Hold
1,004
– – 0.01% 600
2023
Q2 		$22.9K Buy
+1,004
New +$22.8K 0.01% 646
2023
Q1 		– Sell
-1,704
Closed -$38.1K – 773
2022
Q4 		$38.1K Buy
1,704
+1,004
+143% +$22.5K 0.01% 575
2022
Q3 		$15K Buy
+700
New +$16.1K ﹤0.01% 651

Other funds holding SPHY

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM

Realta Investment Advisors's SPHY Position: Q3 2026 in Review

Realta Investment Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.4% in Q3 2026, selling an estimated $1.92K and leaving 5,727 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #228.

Realta Investment Advisors first reported a position in SPHY in Q3 2022 and has held it in 12 quarters since. The position peaked at $157K in Q4 2025. 50 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

  • Realta Investment Advisors held 5,727 shares of State Street SPDR Portfolio High Yield Bond ETF worth $129K as of Q3 2026.
  • Realta Investment Advisors sold 83 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $1.92K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Realta Investment Advisors's portfolio in Q3 2026, its #228 holding.
  • Realta Investment Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and has held it in 12 quarters since.
  • Realta Investment Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $157K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.