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

Waverly 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 		– Sell
-4,246
Closed -$99K – 1833
2026
Q1 		$99K Buy
+4,246
New +$100K ﹤0.01% 1533

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

Waverly Advisors's SPHY Position: Q2 2026 in Review

Waverly Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 4,246 shares — an estimated $99K sold.

Waverly Advisors first reported a position in SPHY in Q1 2026 and held it in 1 quarter. The position peaked at $99K in Q1 2026. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Waverly Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 4,246 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $99K.
  • Waverly Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2026 and held it in 1 quarter.
  • Waverly Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $99K in Q1 2026.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.