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TSG Advice Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

TSG Advice 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
Q1 		$11.8M Buy
+503,965
New +$11.9M 1.76% 15

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

TSG Advice Partners's SPHY Position: Q1 2026 in Review

TSG Advice Partners opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026: 503,965 shares worth $11.8M. The stake represents 1.76% of the portfolio and ranks #15 among its holdings.

527 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • TSG Advice Partners held 503,965 shares of State Street SPDR Portfolio High Yield Bond ETF worth $11.8M as of Q1 2026.
  • State Street SPDR Portfolio High Yield Bond ETF was a new TSG Advice Partners position in Q1 2026.
  • State Street SPDR Portfolio High Yield Bond ETF made up 1.76% of TSG Advice Partners's portfolio in Q1 2026, its #15 holding.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.