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

United Capital 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
Q2 		$500K Buy
21,343
+4,849
+29% +$114K ﹤0.01% 1119
2026
Q1 		$384K Buy
16,494
+210
+1% +$4.96K ﹤0.01% 1208
2025
Q4 		$385K Buy
16,284
+332
+2% +$7.87K ﹤0.01% 1070
2025
Q3 		$382K Buy
15,952
+132
+0.8% +$3.13K ﹤0.01% 949
2025
Q2 		$377K Sell
15,820
-3
-0% -$70 ﹤0.01% 863
2025
Q1 		$371K Buy
15,823
+1,003
+7% +$23.7K ﹤0.01% 831
2024
Q4 		$348K Buy
14,820
+92
+0.6% +$2.18K ﹤0.01% 841
2024
Q3 		$354K Sell
14,728
-402
-3% -$9.49K ﹤0.01% 823
2024
Q2 		$351K Buy
15,130
+107
+0.7% +$2.48K ﹤0.01% 795
2024
Q1 		$352K Sell
15,023
-1,184
-7% -$27.6K ﹤0.01% 830
2023
Q4 		$379K Buy
+16,207
New +$366K ﹤0.01% 802

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Neuberger Berman Group
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 Capital Financial Advisors's SPHY Position: Q2 2026 in Review

United Capital Financial Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 29% in Q2 2026, buying an estimated $114K and bringing the position to 21,343 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

United Capital Financial Advisors first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • United Capital Financial Advisors held 21,343 shares of State Street SPDR Portfolio High Yield Bond ETF worth $500K as of Q2 2026.
  • United Capital Financial Advisors bought 4,849 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $114K.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1119 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.