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

Transamerica Financial 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 		– Sell
-636
Closed -$15K – 2081
2025
Q4 		$15K Sell
636
-5
-0.8% -$119 ﹤0.01% 769
2025
Q3 		$15.3K Buy
+641
New +$15.2K ﹤0.01% 649

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Transamerica Financial Advisors's SPHY Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 636 shares — an estimated $15K sold.

Transamerica Financial Advisors first reported a position in SPHY in Q3 2025 and held it in 2 quarters. The position peaked at $15.3K in Q3 2025. 528 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 636 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $15K.
  • Transamerica Financial Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and held it in 2 quarters.
  • Transamerica Financial Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $15.3K in Q3 2025.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.