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

Axxcess 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 		$286K Sell
12,197
-1,723
-12% -$40.4K ﹤0.01% 872
2026
Q1 		$325K Buy
13,920
+122
+0.9% +$2.88K 0.01% 333
2025
Q4 		$327K Buy
13,798
+2,953
+27% +$70K 0.01% 825
2025
Q3 		$260K Buy
+10,845
New +$258K 0.01% 804

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Axxcess Wealth Management reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 12% in Q2 2026, selling an estimated $40.4K and leaving 12,197 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Axxcess Wealth Management first reported a position in SPHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $327K in Q4 2025. 348 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Axxcess Wealth Management held 12,197 shares of State Street SPDR Portfolio High Yield Bond ETF worth $286K as of Q2 2026.
  • Axxcess Wealth Management sold 1,723 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $40.4K.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #872 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $327K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.