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

Bright Futures 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 		$369K Buy
15,731
+828
+6% +$19.4K 0.24% 120
2026
Q1 		$348K Buy
14,903
+92
+0.6% +$2.17K 0.24% 108
2025
Q4 		$351K Sell
14,811
-1,196
-7% -$28.4K 0.26% 100
2025
Q3 		$383K Buy
+16,007
New +$380K 0.3% 91

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

Bright Futures Wealth Management's SPHY Position: Q2 2026 in Review

Bright Futures Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5.6% in Q2 2026, buying an estimated $19.4K and bringing the position to 15,731 shares worth $369K. The position accounts for 0.24% of the portfolio, ranked #120.

Bright Futures Wealth Management first reported a position in SPHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $383K in Q3 2025. 348 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Bright Futures Wealth Management held 15,731 shares of State Street SPDR Portfolio High Yield Bond ETF worth $369K as of Q2 2026.
  • Bright Futures Wealth Management bought 828 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $19.4K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.24% of Bright Futures Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Bright Futures 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.
  • Bright Futures Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $383K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.