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 Q3	$219K	Sell	9,712 -25,590	-72%	-$593K	0.03%	426
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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

VisionPoint Advisory Group's SPHY Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 72% in Q3 2026, selling an estimated $593K and leaving 9,712 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #426.

VisionPoint Advisory Group first reported a position in SPHY in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.05M in Q3 2024. 142 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

VisionPoint Advisory Group held 9,712 shares of State Street SPDR Portfolio High Yield Bond ETF worth $219K as of Q3 2026.
VisionPoint Advisory Group sold 25,590 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $593K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #426 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 12 quarters since.
VisionPoint Advisory Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.05M in Q3 2024.
142 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.