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

Regal 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	$742K	Sell	31,666 -2,441	-7%	-$57.2K	0.04%	377
2026 Q1	$795K	Sell	34,107 -10,500	-24%	-$248K	0.05%	337
2025 Q4	$1.06M	Buy	44,607 +17,964	+67%	+$426K	0.06%	266
2025 Q3	$638K	Buy	26,643 +2,112	+9%	+$50.2K	0.04%	336
2025 Q2	$584K	Buy	+24,531	New	+$571K	0.04%	323

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

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

Regal Investment Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7.2% in Q2 2026, selling an estimated $57.2K and leaving 31,666 shares worth $742K. The position accounts for 0.04% of the portfolio, ranked #377.

Regal Investment Advisors first reported a position in SPHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Regal Investment Advisors held 31,666 shares of State Street SPDR Portfolio High Yield Bond ETF worth $742K as of Q2 2026.
Regal Investment Advisors sold 2,441 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $57.2K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #377 holding.
Regal Investment Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
Regal Investment Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.06M in Q4 2025.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.