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

Diversify 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 Q1	$27.7M	Buy	1,178,808 +534,024	+83%	+$12.6M	0.49%	35
2025 Q4	$15.3M	Buy	644,784 +99,178	+18%	+$2.35M	0.72%	25
2025 Q3	$12.9M	Buy	545,606 +44,841	+9%	+$1.06M	0.74%	23
2025 Q2	$11.9M	Buy	500,765 +74,288	+17%	+$1.73M	0.73%	23
2025 Q1	$9.97M	Buy	426,477 +95,651	+29%	+$2.26M	0.74%	23
2024 Q4	$7.75M	Buy	330,826 +105,464	+47%	+$2.5M	0.6%	35
2024 Q3	$5.34M	Buy	225,362 +32,693	+17%	+$771K	0.51%	41
2024 Q2	$4.47M	Buy	+192,669	New	+$4.46M	0.56%	40

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Diversify Wealth Management's SPHY Position: Q1 2026 in Review

Diversify Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 83% in Q1 2026, buying an estimated $12.6M and bringing the position to 1,178,808 shares worth $27.7M. The position accounts for 0.49% of the portfolio, ranked #35.

Diversify Wealth Management first reported a position in SPHY in Q2 2024 and has held it in 8 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Diversify Wealth Management held 1,178,808 shares of State Street SPDR Portfolio High Yield Bond ETF worth $27.7M as of Q1 2026.
Diversify Wealth Management bought 534,024 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $12.6M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.49% of Diversify Wealth Management's portfolio in Q1 2026, its #35 holding.
Diversify Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 8 quarters since.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.