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 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

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

Realta Investment Advisors's SPHY Position: Q2 2026 in Review

Realta Investment Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3.3% in Q2 2026, selling an estimated $4.64K and leaving 5,810 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #230.

Realta Investment Advisors first reported a position in SPHY in Q3 2022 and has held it in 11 quarters since. The position peaked at $157K in Q4 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Realta Investment Advisors held 5,810 shares of State Street SPDR Portfolio High Yield Bond ETF worth $136K as of Q2 2026.
Realta Investment Advisors sold 198 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $4.64K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Realta Investment Advisors's portfolio in Q2 2026, its #230 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 11 quarters since.
Realta Investment Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $157K in Q4 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.