Ariadne Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Ariadne Wealth Management’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	$284K	Buy	12,135 +852	+8%	+$20K	0.13%	182
2026 Q1	$263K	Sell	11,283 -800	-7%	-$18.9K	0.12%	188
2025 Q4	$286K	Buy	12,083 +1,044	+9%	+$24.8K	0.12%	183
2025 Q3	$260K	Buy	11,039 +167	+2%	+$3.97K	0.12%	189
2025 Q2	$258K	Sell	10,872 -800	-7%	-$18.6K	0.12%	173
2025 Q1	$271K	Sell	11,672 -691	-6%	-$16.3K	0.14%	156
2024 Q4	$293K	Buy	12,363 +907	+8%	+$21.5K	0.13%	149
2024 Q3	$273K	Sell	11,456 -246	-2%	-$5.8K	0.15%	146
2024 Q2	$272K	Buy	+11,702	New	+$271K	0.21%	108

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

Ariadne Wealth Management's SPHY Position: Q2 2026 in Review

Ariadne Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7.6% in Q2 2026, buying an estimated $20K and bringing the position to 12,135 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #182.

Ariadne Wealth Management first reported a position in SPHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $293K in Q4 2024. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Ariadne Wealth Management held 12,135 shares of State Street SPDR Portfolio High Yield Bond ETF worth $284K as of Q2 2026.
Ariadne Wealth Management bought 852 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $20K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.13% of Ariadne Wealth Management's portfolio in Q2 2026, its #182 holding.
Ariadne Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 9 quarters since.
Ariadne Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $293K in Q4 2024.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.