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Savvy Advisors Inc’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Savvy Advisors Inc’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 		$989K Buy
+42,185
New +$988K 0.02% 536
2026
Q1 		– Sell
-9,207
Closed -$218K – 1210
2025
Q4 		$218K Sell
9,207
-1,037
-10% -$24.6K 0.01% 922
2025
Q3 		$245K Buy
+10,244
New +$243K 0.01% 706

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Savvy Advisors Inc's SPHY Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 42,185 shares worth $989K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in SPHY as recently as Q4 2025.

Savvy Advisors Inc first reported a position in SPHY in Q3 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Savvy Advisors Inc held 42,185 shares of State Street SPDR Portfolio High Yield Bond ETF worth $989K as of Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Savvy Advisors Inc position in Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #536 holding.
  • Savvy Advisors Inc first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.