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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
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 $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Savvy Advisors Inc's SPHY Position: Q1 2026 in Review

Savvy Advisors Inc sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 9,207 shares — an estimated $218K sold.

Savvy Advisors Inc first reported a position in SPHY in Q3 2025 and held it in 2 quarters. The position peaked at $245K in Q3 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Savvy Advisors Inc reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 9,207 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $218K.
  • Savvy Advisors Inc first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and held it in 2 quarters.
  • Savvy Advisors Inc's State Street SPDR Portfolio High Yield Bond ETF position peaked at $245K in Q3 2025.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.