Zinnia Wealth Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Zinnia Wealth Advisory’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	$459K	Sell	19,568 -16,379	-46%	-$384K	0.47%	46
2026 Q1	$838K	Buy	35,947 +18,298	+104%	+$432K	0.94%	27
2025 Q4	$418K	Buy	+17,649	New	+$418K	0.45%	49

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

Zinnia Wealth Advisory's SPHY Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 46% in Q2 2026, selling an estimated $384K and leaving 19,568 shares worth $459K. The position accounts for 0.47% of the portfolio, ranked #46.

Zinnia Wealth Advisory first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $838K in Q1 2026. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Zinnia Wealth Advisory held 19,568 shares of State Street SPDR Portfolio High Yield Bond ETF worth $459K as of Q2 2026.
Zinnia Wealth Advisory sold 16,379 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $384K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.47% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #46 holding.
Zinnia Wealth Advisory first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
Zinnia Wealth Advisory's State Street SPDR Portfolio High Yield Bond ETF position peaked at $838K in Q1 2026.
557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.