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

Summit Financial 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	$218K	Hold	9,300	–	–	0.03%	208
2026 Q1	$217K	Hold	9,300	–	–	0.03%	183
2025 Q4	$220K	Hold	9,300	–	–	0.03%	184
2025 Q3	$222K	Buy	+9,300	New	+$221K	0.03%	166

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

Summit Financial Wealth Advisors's SPHY Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q2 2026 at 9,300 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #208.

Summit Financial Wealth Advisors first reported a position in SPHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $222K in Q3 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Summit Financial Wealth Advisors held 9,300 shares of State Street SPDR Portfolio High Yield Bond ETF worth $218K as of Q2 2026.
Summit Financial Wealth Advisors left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #208 holding.
Summit Financial Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $222K in Q3 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.