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

CreativeOne Wealth’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	$262K	Buy	11,193 +1,010	+10%	+$23.7K	0.01%	1058
2026 Q1	$237K	Sell	10,183 -352	-3%	-$8.31K	0.01%	1068
2025 Q4	$249K	Sell	10,535 -4,803	-31%	-$114K	0.01%	1039
2025 Q3	$367K	Buy	15,338 +4,707	+44%	+$112K	0.01%	872
2025 Q2	$253K	Sell	10,631 -703	-6%	-$16.4K	0.01%	984
2025 Q1	$265K	Sell	11,334 -1,196	-10%	-$28.3K	0.01%	905
2024 Q4	$294K	Buy	12,530 +2,937	+31%	+$69.7K	0.01%	884
2024 Q3	$231K	Buy	+9,593	New	+$226K	0.01%	861

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

CreativeOne Wealth's SPHY Position: Q2 2026 in Review

CreativeOne Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 9.9% in Q2 2026, buying an estimated $23.7K and bringing the position to 11,193 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #1058.

CreativeOne Wealth first reported a position in SPHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $367K in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

CreativeOne Wealth held 11,193 shares of State Street SPDR Portfolio High Yield Bond ETF worth $262K as of Q2 2026.
CreativeOne Wealth bought 1,010 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $23.7K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1058 holding.
CreativeOne Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 8 quarters since.
CreativeOne Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $367K in Q3 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.