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Bogart Wealth LLC’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Bogart Wealth LLC’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 		$21.9K Buy
933
+17
+2% +$398 ﹤0.01% 779
2026
Q1 		$21.4K Sell
916
-1,362
-60% -$32.1K ﹤0.01% 710
2025
Q4 		$53.9K Hold
2,278
– – ﹤0.01% 453
2025
Q3 		$54.5K Hold
2,278
– – ﹤0.01% 438
2025
Q2 		$54.2K Hold
2,278
– – ﹤0.01% 436
2025
Q1 		$53.4K Sell
2,278
-331
-13% -$7.82K ﹤0.01% 412
2024
Q4 		$61.2K Buy
2,609
+42
+2% +$996 ﹤0.01% 371
2024
Q3 		$61.7K Buy
2,567
+29
+1% +$684 ﹤0.01% 371
2024
Q2 		$59K Buy
2,538
+28
+1% +$649 ﹤0.01% 374
2024
Q1 		$58.9K Buy
2,510
+936
+59% +$21.9K ﹤0.01% 356
2023
Q4 		$36.8K Sell
1,574
-163
-9% -$3.68K ﹤0.01% 420
2023
Q3 		$39K Buy
1,737
+35
+2% +$795 ﹤0.01% 384
2023
Q2 		$38.9K Buy
1,702
+24
+1% +$545 ﹤0.01% 369
2023
Q1 		$38.6K Buy
1,678
+15
+0.9% +$342 ﹤0.01% 355
2022
Q4 		$37.2K Buy
1,663
+1,473
+775% +$33K ﹤0.01% 344
2022
Q3 		$4K Buy
+190
New +$4.37K ﹤0.01% 743

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

Bogart Wealth LLC's SPHY Position: Q2 2026 in Review

Bogart Wealth LLC increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.9% in Q2 2026, buying an estimated $398 and bringing the position to 933 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Bogart Wealth LLC first reported a position in SPHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $61.7K in Q3 2024. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Bogart Wealth LLC held 933 shares of State Street SPDR Portfolio High Yield Bond ETF worth $21.9K as of Q2 2026.
  • Bogart Wealth LLC bought 17 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $398.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #779 holding.
  • Bogart Wealth LLC first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Bogart Wealth LLC's State Street SPDR Portfolio High Yield Bond ETF position peaked at $61.7K in Q3 2024.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.