Bernard Wealth Management’s State Street SPDR Portfolio High Yield Bond Index 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

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 $468B AUM 17.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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 Index 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. 563 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 Index ETF worth $10.3K as of Q2 2026.
Bernard Wealth Management sold 41 State Street SPDR Portfolio High Yield Bond Index ETF shares in Q2 2026, an estimated $961.
State Street SPDR Portfolio High Yield Bond Index 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 Index ETF in Q3 2025 and has held it in 4 quarters since.
Bernard Wealth Management's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $11.2K in Q1 2026.
563 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q2 2026.

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