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

Bernard 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 		$10.3K Sell
440
-41
-9% -$961 ﹤0.01% 229
2026
Q1 		$11.2K Buy
481
+41
+9% +$968 ﹤0.01% 221
2025
Q4 		$10.4K Sell
440
-20
-4% -$474 ﹤0.01% 217
2025
Q3 		$11K Buy
+460
New +$10.9K ﹤0.01% 214

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

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

Bernard Wealth Management reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 8.5% in Q2 2026, selling an estimated $961 and leaving 440 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Bernard Wealth Management first reported a position in SPHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.2K in Q1 2026. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Bernard Wealth Management held 440 shares of State Street SPDR Portfolio High Yield Bond ETF worth $10.3K as of Q2 2026.
  • Bernard Wealth Management sold 41 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $961.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Bernard 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.
  • Bernard Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $11.2K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.