Three Bearings Fiduciary Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Three Bearings Fiduciary 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	$2.46K	Hold	105	–	–	﹤0.01%	201
2026 Q1	$2.45K	Hold	105	–	–	﹤0.01%	200
2025 Q4	$2.5K	Buy	+105	New	+$2.49K	﹤0.01%	211

Other funds holding SPHY

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Three Bearings Fiduciary Advisors's SPHY Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q2 2026 at 105 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Three Bearings Fiduciary Advisors first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.5K in Q4 2025. 348 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Three Bearings Fiduciary Advisors held 105 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.46K as of Q2 2026.
Three Bearings Fiduciary 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 ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #201 holding.
Three Bearings Fiduciary Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.5K in Q4 2025.
348 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.