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

Stewardship 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	$1.21M	Buy	51,565 +2,515	+5%	+$58.9K	0.25%	52
2026 Q1	$1.14M	Buy	49,050 +4,891	+11%	+$115K	0.26%	53
2025 Q4	$1.05M	Buy	44,159 +2,838	+7%	+$67.3K	0.24%	54
2025 Q3	$989K	Sell	41,321 -475	-1%	-$11.3K	0.23%	53
2025 Q2	$995K	Buy	41,796 +1,282	+3%	+$29.8K	0.25%	52
2025 Q1	$949K	Buy	40,514 +5,456	+16%	+$129K	0.26%	48
2024 Q4	$823K	Buy	35,058 +8,147	+30%	+$193K	0.23%	57
2024 Q3	$647K	Buy	+26,911	New	+$635K	0.18%	66

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

Stewardship Advisors's SPHY Position: Q2 2026 in Review

Stewardship Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5.1% in Q2 2026, buying an estimated $58.9K and bringing the position to 51,565 shares worth $1.21M. The position accounts for 0.25% of the portfolio, ranked #52.

Stewardship Advisors first reported a position in SPHY in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Stewardship Advisors held 51,565 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.21M as of Q2 2026.
Stewardship Advisors bought 2,515 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $58.9K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.25% of Stewardship Advisors's portfolio in Q2 2026, its #52 holding.
Stewardship Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 8 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.