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Scott Capital Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Scott Capital 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 		$215K Buy
9,181
+45
+0.5% +$1.05K 0.03% 64
2026
Q1 		$214K Sell
9,136
-2,239
-20% -$52.8K 0.04% 55
2025
Q4 		$269K Buy
11,375
+77
+0.7% +$1.82K 0.06% 49
2025
Q3 		$268K Sell
11,298
-2,781
-20% -$66K 0.06% 46
2025
Q2 		$333K Sell
14,079
-674
-5% -$15.7K 0.09% 39
2025
Q1 		$346K Buy
14,753
+147
+1% +$3.47K 0.1% 39
2024
Q4 		$342K Buy
14,606
+333
+2% +$7.9K 0.1% 38
2024
Q3 		$343K Buy
14,273
+158
+1% +$3.73K 0.1% 41
2024
Q2 		$328K Buy
14,115
+2,865
+25% +$66.4K 0.1% 38
2024
Q1 		$262K Buy
+11,250
New +$263K 0.08% 42

Other funds holding SPHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
CMP
Christine Messmer PC Collegeville, Pennsylvania $177M AUM
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Scott Capital Advisors's SPHY Position: Q2 2026 in Review

Scott Capital Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.49% in Q2 2026, buying an estimated $1.05K and bringing the position to 9,181 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #64.

Scott Capital Advisors first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $346K in Q1 2025. 152 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Scott Capital Advisors held 9,181 shares of State Street SPDR Portfolio High Yield Bond ETF worth $215K as of Q2 2026.
  • Scott Capital Advisors bought 45 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1.05K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Scott Capital Advisors's portfolio in Q2 2026, its #64 holding.
  • Scott Capital Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Scott Capital Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $346K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.