Visionary Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Visionary Wealth 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	$641K	Buy	27,353 +420	+2%	+$9.84K	0.03%	384
2026 Q1	$628K	Buy	26,933 +3,201	+13%	+$75.5K	0.03%	353
2025 Q4	$562K	Buy	+23,732	New	+$563K	0.03%	363
2025 Q2	–	Sell	-26,749	Closed	-$626K	–	597
2025 Q1	$626K	Sell	26,749 -966	-3%	-$22.8K	0.04%	315
2024 Q4	$650K	Buy	27,715 +1,205	+5%	+$28.6K	0.04%	313
2024 Q3	$638K	Buy	+26,510	New	+$626K	0.04%	311

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

Visionary Wealth Advisors's SPHY Position: Q2 2026 in Review

Visionary Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.6% in Q2 2026, buying an estimated $9.84K and bringing the position to 27,353 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #384.

Visionary Wealth Advisors first reported a position in SPHY in Q3 2024 and has held it in 6 quarters since. The position peaked at $650K in Q4 2024. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Visionary Wealth Advisors held 27,353 shares of State Street SPDR Portfolio High Yield Bond ETF worth $641K as of Q2 2026.
Visionary Wealth Advisors bought 420 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $9.84K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #384 holding.
Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 6 quarters since.
Visionary Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $650K in Q4 2024.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.