Westco Advisory Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Westco Advisory Services’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	$296K	Sell	12,647 -145	-1%	-$3.4K	0.18%	79
2026 Q1	$298K	Buy	12,792 +1,400	+12%	+$33K	0.19%	82
2025 Q4	$270K	Buy	+11,392	New	+$270K	0.17%	78

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

Westco Advisory Services's SPHY Position: Q2 2026 in Review

Westco Advisory Services reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.1% in Q2 2026, selling an estimated $3.4K and leaving 12,647 shares worth $296K. The position accounts for 0.18% of the portfolio, ranked #79.

Westco Advisory Services first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q1 2026. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Westco Advisory Services held 12,647 shares of State Street SPDR Portfolio High Yield Bond ETF worth $296K as of Q2 2026.
Westco Advisory Services sold 145 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $3.4K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.18% of Westco Advisory Services's portfolio in Q2 2026, its #79 holding.
Westco Advisory Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
Westco Advisory Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $298K 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 Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.