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

BCS 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	$254K	Buy	10,834 +526	+5%	+$12.3K	0.05%	242
2026 Q1	$240K	Sell	10,308 -8,519	-45%	-$201K	0.05%	231
2025 Q4	$446K	Buy	+18,827	New	+$446K	0.05%	235

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

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

BCS Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 10,834 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #242.

BCS Wealth Management first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $446K in Q4 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

BCS Wealth Management held 10,834 shares of State Street SPDR Portfolio High Yield Bond ETF worth $254K as of Q2 2026.
BCS Wealth Management bought 526 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $12.3K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of BCS Wealth Management's portfolio in Q2 2026, its #242 holding.
BCS Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
BCS Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $446K in Q4 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.