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

Brown 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	$740K	Buy	+31,554	New	+$739K	0.17%	64

Other funds holding SPHY

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return

Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

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

Brown Wealth Management opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 31,554 shares worth $740K. The stake represents 0.17% of the portfolio and ranks #64 among its holdings.

111 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Brown Wealth Management held 31,554 shares of State Street SPDR Portfolio High Yield Bond ETF worth $740K as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Brown Wealth Management position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.17% of Brown Wealth Management's portfolio in Q2 2026, its #64 holding.
111 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.