United Advisor Group’s State Street SPDR Portfolio High Yield Bond Index 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 Q3	$1.79M	Sell	79,278 -8,818	-10%	-$204K	0.17%	149
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

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

United Advisor Group's SPHY Position: Q3 2026 in Review

United Advisor Group reduced its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) stake by 10% in Q3 2026, selling an estimated $204K and leaving 79,278 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #149.

United Advisor Group first reported a position in SPHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.18M in Q3 2025. 361 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

United Advisor Group held 79,278 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $1.79M as of Q3 2026.
United Advisor Group sold 8,818 State Street SPDR Portfolio High Yield Bond Index ETF shares in Q3 2026, an estimated $204K.
State Street SPDR Portfolio High Yield Bond Index ETF made up 0.17% of United Advisor Group's portfolio in Q3 2026, its #149 holding.
United Advisor Group first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $2.18M in Q3 2025.
361 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.