Steward Partners Investment Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Steward Partners Investment Advisory’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	$17.4M	Sell	742,729 -257,848	-26%	-$6.04M	0.09%	223
2026 Q1	$23.3M	Sell	1,000,577 -69,723	-7%	-$1.65M	0.12%	152
2025 Q4	$25.3M	Buy	1,070,300 +1,058,100	+8,673%	+$25.1M	0.14%	135
2025 Q3	$292K	Buy	12,200 +3,071	+34%	+$72.9K	﹤0.01%	1671
2025 Q2	$217K	Buy	9,129 +1,603	+21%	+$37.3K	﹤0.01%	1728
2025 Q1	$176K	Sell	7,526 -107	-1%	-$2.53K	﹤0.01%	1717
2024 Q4	$179K	Sell	7,633 -19,278	-72%	-$457K	﹤0.01%	1678
2024 Q3	$647K	Buy	26,911 +1,050	+4%	+$24.8K	0.01%	1010
2024 Q2	$601K	Buy	25,861 +25,723	+18,640%	+$596K	0.01%	987
2024 Q1	$3.24K	Buy	+138	New	+$3.22K	﹤0.01%	3170

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's SPHY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 26% in Q2 2026, selling an estimated $6.04M and leaving 742,729 shares worth $17.4M. The position accounts for 0.09% of the portfolio, ranked #223.

Steward Partners Investment Advisory first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.3M in Q4 2025. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Steward Partners Investment Advisory held 742,729 shares of State Street SPDR Portfolio High Yield Bond ETF worth $17.4M as of Q2 2026.
Steward Partners Investment Advisory sold 257,848 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $6.04M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.09% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #223 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
Steward Partners Investment Advisory's State Street SPDR Portfolio High Yield Bond ETF position peaked at $25.3M in Q4 2025.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.