Stratos Wealth Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Stratos Wealth Partners’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	$647K	Buy	27,608 +2,241	+9%	+$52.5K	0.01%	1027
2026 Q1	$592K	Sell	25,367 -514	-2%	-$12.1K	0.01%	999
2025 Q4	$613K	Sell	25,881 -2,769	-10%	-$65.6K	0.01%	957
2025 Q3	$686K	Buy	+28,650	New	+$680K	0.01%	897
2025 Q2	–	Sell	-51,443	Closed	-$1.2M	–	1479
2025 Q1	$1.2M	Sell	51,443 -17,313	-25%	-$409K	0.02%	594
2024 Q4	$1.61M	Buy	68,756 +33,124	+93%	+$786K	0.02%	535
2024 Q3	$857K	Sell	35,632 -18,790	-35%	-$443K	0.01%	740
2024 Q2	$1.26M	Buy	54,422 +6,279	+13%	+$145K	0.02%	572
2024 Q1	$1.13M	Sell	48,143 -7,762	-14%	-$181K	0.02%	607
2023 Q4	$1.31M	Buy	+55,905	New	+$1.26M	0.02%	525
2022 Q1	–	Sell	-101,019	Closed	-$2.68M	–	1349
2021 Q4	$2.68M	Buy	+101,019	New	+$2.68M	0.06%	293
2018 Q4	–	Sell	-2,154	Closed	-$55K	–	2261
2018 Q3	$55K	Buy	+2,154	New	+$55K	﹤0.01%	1412
2018 Q2	–	Sell	-2,257	Closed	-$58K	–	2343
2018 Q1	$58K	Buy	+2,257	New	+$58.7K	﹤0.01%	1498

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

Stratos Wealth Partners's SPHY Position: Q2 2026 in Review

Stratos Wealth Partners increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 8.8% in Q2 2026, buying an estimated $52.5K and bringing the position to 27,608 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #1027.

Stratos Wealth Partners first reported a position in SPHY in Q1 2018 and has held it in 13 quarters since. The position peaked at $2.68M in Q4 2021. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Stratos Wealth Partners held 27,608 shares of State Street SPDR Portfolio High Yield Bond ETF worth $647K as of Q2 2026.
Stratos Wealth Partners bought 2,241 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $52.5K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1027 holding.
Stratos Wealth Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2018 and has held it in 13 quarters since.
Stratos Wealth Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.68M in Q4 2021.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.