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

Wavvest Wealth LLC’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	$499K	Buy	+22,069	New	+$512K	0.4%	63

Other funds holding SPHY

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

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

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

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Wavvest Wealth LLC's SPHY Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2026: 22,069 shares worth $499K. The stake represents 0.4% of the portfolio and ranks #63 among its holdings.

176 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Wavvest Wealth LLC held 22,069 shares of State Street SPDR Portfolio High Yield Bond ETF worth $499K as of Q3 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Wavvest Wealth LLC position in Q3 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.4% of Wavvest Wealth LLC's portfolio in Q3 2026, its #63 holding.
176 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.