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Carolina Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Carolina Wealth Advisors’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 		$9.9M Buy
422,552
+7,091
+2% +$166K 3.88% 5
2026
Q1 		$9.69M Sell
415,461
-2,167
-0.5% -$51.1K 4.03% 5
2025
Q4 		$9.89M Sell
417,628
-3,707
-0.9% -$87.9K 4.41% 5
2025
Q3 		$10.1M Buy
421,335
+399,922
+1,868% +$9.5M 4.36% 5
2025
Q2 		$510K Buy
+21,413
New +$498K 0.25% 49

Other funds holding SPHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Carolina Wealth Advisors's SPHY Position: Q2 2026 in Review

Carolina Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.7% in Q2 2026, buying an estimated $166K and bringing the position to 422,552 shares worth $9.9M. The position accounts for 3.88% of the portfolio, ranked #5.

Carolina Wealth Advisors first reported a position in SPHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.1M in Q3 2025. 76 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Carolina Wealth Advisors held 422,552 shares of State Street SPDR Portfolio High Yield Bond ETF worth $9.9M as of Q2 2026.
  • Carolina Wealth Advisors bought 7,091 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $166K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 3.88% of Carolina Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Carolina Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Carolina Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $10.1M in Q3 2025.
  • 76 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.