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STACKSTONE WEALTH, LLC’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

STACKSTONE WEALTH, LLC’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 		$7.68M Buy
+339,816
New +$7.88M 0.76% 40

Other funds holding SPHY

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SPHY Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2026: 339,816 shares worth $7.68M. The stake represents 0.76% of the portfolio and ranks #40 among its holdings.

89 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 339,816 shares of State Street SPDR Portfolio High Yield Bond ETF worth $7.68M as of Q3 2026.
  • State Street SPDR Portfolio High Yield Bond ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.76% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #40 holding.
  • 89 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.