Cassady Wealth & Retirement Planning’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Cassady Wealth & Retirement Planning’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	$1.02M	Buy	43,335 +2,021	+5%	+$47.4K	0.47%	46
2026 Q1	$973K	Sell	41,314 -1,041	-2%	-$24.6K	0.5%	45
2025 Q4	$1M	Buy	+42,355	New	+$1M	0.65%	43

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cassady Wealth & Retirement Planning's SPHY Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 4.9% in Q2 2026, buying an estimated $47.4K and bringing the position to 43,335 shares worth $1.02M. The position accounts for 0.47% of the portfolio, ranked #46.

Cassady Wealth & Retirement Planning first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Cassady Wealth & Retirement Planning held 43,335 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.02M as of Q2 2026.
Cassady Wealth & Retirement Planning bought 2,021 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $47.4K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.47% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #46 holding.
Cassady Wealth & Retirement Planning first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.