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

Fourth Dimension 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	$19.8K	Sell	843 -500	-37%	-$11.7K	0.01%	383
2026 Q1	$31.3K	Hold	1,343	–	–	0.01%	275
2025 Q4	$31.8K	Hold	1,343	–	–	0.01%	281
2025 Q3	$32.2K	Buy	1,343 +633	+89%	+$15K	0.01%	274
2025 Q2	$16.9K	Buy	710 +200	+39%	+$4.65K	0.01%	353
2025 Q1	$11.9K	Hold	510	–	–	0.01%	395
2024 Q4	$12K	Buy	+510	New	+$12.1K	0.01%	399

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

Fourth Dimension Wealth's SPHY Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 37% in Q2 2026, selling an estimated $11.7K and leaving 843 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #383.

Fourth Dimension Wealth first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.2K in Q3 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Fourth Dimension Wealth held 843 shares of State Street SPDR Portfolio High Yield Bond ETF worth $19.8K as of Q2 2026.
Fourth Dimension Wealth sold 500 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $11.7K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #383 holding.
Fourth Dimension Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $32.2K in Q3 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.