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

Strategic 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 Q1	$359K	Buy	15,400 +2,675	+21%	+$63.1K	0.02%	251
2025 Q4	$301K	Sell	12,725 -24,921	-66%	-$591K	0.03%	208
2025 Q3	$286K	Buy	37,646 +25,364	+207%	+$602K	0.03%	216
2025 Q2	$292K	Sell	12,282 -400	-3%	-$9.31K	0.03%	209
2025 Q1	$297K	Buy	12,682 +113	+0.9%	+$2.67K	0.03%	208
2024 Q4	$295K	Buy	12,569 +264	+2%	+$6.26K	0.03%	208
2024 Q3	$296K	Buy	12,305 +271	+2%	+$6.39K	0.03%	216
2024 Q2	$280K	Buy	12,034 +349	+3%	+$8.09K	0.03%	213
2024 Q1	$274K	Buy	+11,685	New	+$273K	0.04%	223

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Strategic Investment Advisors's SPHY Position: Q1 2026 in Review

Strategic Investment Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 21% in Q1 2026, buying an estimated $63.1K and bringing the position to 15,400 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #251.

Strategic Investment Advisors first reported a position in SPHY in Q1 2024 and has held it in 9 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Strategic Investment Advisors held 15,400 shares of State Street SPDR Portfolio High Yield Bond ETF worth $359K as of Q1 2026.
Strategic Investment Advisors bought 2,675 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $63.1K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #251 holding.
Strategic Investment Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 9 quarters since.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.