United Advisor Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

United Advisor Group’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	$2.06M	Buy	88,096 +8,726	+11%	+$204K	0.22%	122
2026 Q1	$1.85M	Sell	79,370 -1,624	-2%	-$38.3K	0.23%	113
2025 Q4	$1.92M	Sell	80,994 -10,003	-11%	-$237K	0.24%	106
2025 Q3	$2.18M	Buy	90,997 +17,781	+24%	+$422K	0.29%	83
2025 Q2	$1.74M	Buy	73,216 +24,818	+51%	+$578K	0.3%	88
2025 Q1	$1.13M	Buy	48,398 +6,063	+14%	+$143K	0.23%	103
2024 Q4	$994K	Buy	+42,335	New	+$1M	0.2%	123
2024 Q2	–	Sell	-11,365	Closed	-$267K	–	278
2024 Q1	$267K	Buy	+11,365	New	+$265K	0.1%	178

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

United Advisor Group's SPHY Position: Q2 2026 in Review

United Advisor Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 11% in Q2 2026, buying an estimated $204K and bringing the position to 88,096 shares worth $2.06M. The position accounts for 0.22% of the portfolio, ranked #122.

United Advisor Group first reported a position in SPHY in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.18M in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

United Advisor Group held 88,096 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.06M as of Q2 2026.
United Advisor Group bought 8,726 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $204K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.22% of United Advisor Group's portfolio in Q2 2026, its #122 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 8 quarters since.
United Advisor Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.18M in Q3 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.