VisionPoint Advisory Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

VisionPoint Advisory 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	$827K	Buy	35,302 +24,691	+233%	+$579K	0.14%	177
2026 Q1	$247K	Sell	10,611 -89,724	-89%	-$2.12M	0.05%	377
2025 Q4	$2.37M	Sell	100,335 -2,991	-3%	-$70.9K	0.46%	59
2025 Q3	$2.47M	Buy	103,326 +4,514	+5%	+$107K	0.49%	52
2025 Q2	$2.35M	Buy	+98,812	New	+$2.3M	0.51%	55
2024 Q4	–	Sell	-126,857	Closed	-$3.05M	–	312
2024 Q3	$3.05M	Buy	126,857 +3,083	+2%	+$72.8K	1.03%	21
2024 Q2	$2.88M	Buy	123,774 +53,429	+76%	+$1.24M	1.02%	25
2024 Q1	$1.65M	Buy	70,345 +70,259	+81,697%	+$1.64M	0.6%	41
2023 Q4	$2.01K	Buy	86 +29	+51%	+$655	﹤0.01%	629
2023 Q3	$1.28K	Sell	57 -6,740	-99%	-$153K	﹤0.01%	606
2023 Q2	$155K	Buy	+6,797	New	+$154K	0.06%	149

Other funds holding SPHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

VisionPoint Advisory Group's SPHY Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 233% in Q2 2026, buying an estimated $579K and bringing the position to 35,302 shares worth $827K. The position accounts for 0.14% of the portfolio, ranked #177.

VisionPoint Advisory Group first reported a position in SPHY in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.05M in Q3 2024. 76 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

VisionPoint Advisory Group held 35,302 shares of State Street SPDR Portfolio High Yield Bond ETF worth $827K as of Q2 2026.
VisionPoint Advisory Group bought 24,691 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $579K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.14% of VisionPoint Advisory Group's portfolio in Q2 2026, its #177 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2023 and has held it in 11 quarters since.
VisionPoint Advisory Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.05M in Q3 2024.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.