SOA Wealth Advisors’s State Street SPDR Portfolio High Yield Bond Index ETF SPHY Stock Holding History

SOA Wealth 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	$18K	Hold	767	–	–	﹤0.01%	534
2026 Q1	$17.9K	Hold	767	–	–	﹤0.01%	512
2025 Q4	$18.2K	Hold	767	–	–	﹤0.01%	517
2025 Q3	$18.4K	Hold	767	–	–	﹤0.01%	529
2025 Q2	$18.3K	Hold	767	–	–	﹤0.01%	518
2025 Q1	$18K	Hold	767	–	–	﹤0.01%	490
2024 Q4	$18K	Buy	+767	New	+$18.2K	﹤0.01%	468

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

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

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 $468B AUM 17.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SOA Wealth Advisors's SPHY Position: Q2 2026 in Review

SOA Wealth Advisors held its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) position steady in Q2 2026 at 767 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

SOA Wealth Advisors first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.4K in Q3 2025. 563 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

SOA Wealth Advisors held 767 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $18K as of Q2 2026.
SOA Wealth Advisors left its State Street SPDR Portfolio High Yield Bond Index ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio High Yield Bond Index ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #534 holding.
SOA Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q4 2024 and has held it in 7 quarters since.
SOA Wealth Advisors's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $18.4K in Q3 2025.
563 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.