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

Serenity 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 		$2.97M Buy
127,299
+9,766
+8% +$229K 1.26% 13
2026
Q1 		$2.75M Buy
117,533
+16,196
+16% +$382K 1.29% 12
2025
Q4 		$2.41M Buy
+101,337
New +$2.4M 1.41% 14

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

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

Serenity Investment Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 8.3% in Q2 2026, buying an estimated $229K and bringing the position to 127,299 shares worth $2.97M. The position accounts for 1.26% of the portfolio, ranked #13.

Serenity Investment Advisors first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Serenity Investment Advisors held 127,299 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.97M as of Q2 2026.
  • Serenity Investment Advisors bought 9,766 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $229K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 1.26% of Serenity Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Serenity Investment Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.