SageView Advisory Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

SageView Advisory Group’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	$28.4M	Sell	1,209,597 -110,205	-8%	-$2.58M	0.93%	14
2026 Q1	$30.8M	Sell	1,319,802 -122,857	-9%	-$2.9M	1.12%	11
2025 Q4	$34.1M	Buy	1,442,659 +100,667	+8%	+$2.39M	1.15%	11
2025 Q3	$32.1M	Buy	1,341,992 +224,458	+20%	+$5.33M	1.11%	13
2025 Q2	$26.5M	Buy	1,117,534 +42,802	+4%	+$996K	1%	15
2025 Q1	$25.2M	Buy	1,074,732 +144,732	+16%	+$3.42M	1.07%	13
2024 Q4	$21.8M	Buy	930,000 +161,978	+21%	+$3.84M	0.94%	15
2024 Q3	$18.5M	Buy	+768,022	New	+$18.1M	0.94%	15
2024 Q2	–	Hold	0	–	–	–	14
2023 Q4	–	Sell	-66,322	Closed	-$1.5M	–	79
2023 Q3	$1.49M	Buy	66,322 +18,297	+38%	+$416K	0.09%	144
2023 Q2	$1.1M	Buy	48,025 +33,606	+233%	+$763K	0.06%	207
2023 Q1	$331K	Buy	+14,419	New	+$328K	0.02%	369

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

SageView Advisory Group's SPHY Position: Q2 2026 in Review

SageView Advisory Group reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 8.4% in Q2 2026, selling an estimated $2.58M and leaving 1,209,597 shares worth $28.4M. The position accounts for 0.93% of the portfolio, ranked #14.

SageView Advisory Group first reported a position in SPHY in Q1 2023 and has held it in 11 quarters since. The position peaked at $34.1M in Q4 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

SageView Advisory Group held 1,209,597 shares of State Street SPDR Portfolio High Yield Bond ETF worth $28.4M as of Q2 2026.
SageView Advisory Group sold 110,205 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $2.58M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.93% of SageView Advisory Group's portfolio in Q2 2026, its #14 holding.
SageView Advisory Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and has held it in 11 quarters since.
SageView Advisory Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $34.1M 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 SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.