Brown Wealth Management’s State Street SPDR Portfolio High Yield Bond Index 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 Q3	$428K	Sell	18,967 -12,587	-40%	-$292K	0.09%	87
2026 Q2	$740K	Buy	+31,554	New	+$739K	0.17%	64

Other funds holding SPHY

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Brown Wealth Management's SPHY Position: Q3 2026 in Review

Brown Wealth Management reduced its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) stake by 40% in Q3 2026, selling an estimated $292K and leaving 18,967 shares worth $428K. The position accounts for 0.09% of the portfolio, ranked #87.

Brown Wealth Management first reported a position in SPHY in Q2 2026 and has held it in 2 quarters since. The position peaked at $740K in Q2 2026. 390 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Brown Wealth Management held 18,967 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $428K as of Q3 2026.
Brown Wealth Management sold 12,587 State Street SPDR Portfolio High Yield Bond Index ETF shares in Q3 2026, an estimated $292K.
State Street SPDR Portfolio High Yield Bond Index ETF made up 0.09% of Brown Wealth Management's portfolio in Q3 2026, its #87 holding.
Brown Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q2 2026 and has held it in 2 quarters since.
Brown Wealth Management's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $740K in Q2 2026.
390 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.