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

Golden State 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 Q2	–	Sell	-1,888	Closed	-$44K	–	1691
2026 Q1	$44K	Buy	1,888 +258	+16%	+$6.09K	﹤0.01%	715
2025 Q4	$38.6K	Sell	1,630 -592	-27%	-$14K	﹤0.01%	749
2025 Q3	$53.2K	Buy	2,222 +1,114	+101%	+$26.5K	0.01%	659
2025 Q2	$26.4K	Sell	1,108 -307	-22%	-$7.14K	﹤0.01%	809
2025 Q1	$33.1K	Buy	1,415 +932	+193%	+$22K	﹤0.01%	686
2024 Q4	$11.3K	Buy	+483	New	+$11.5K	﹤0.01%	933
2020 Q4	–	Sell	-1,029	Closed	-$26K	–	396
2020 Q3	$26K	Buy	+1,029	New	+$26K	0.01%	369
2020 Q2	–	Sell	-1,028	Closed	-$23K	–	823
2020 Q1	$23K	Buy	+1,028	New	+$26K	0.01%	485

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

Golden State Wealth Management's SPHY Position: Q2 2026 in Review

Golden State Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 1,888 shares — an estimated $44K sold.

Golden State Wealth Management first reported a position in SPHY in Q1 2020 and held it in 8 quarters. The position peaked at $53.2K in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Golden State Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 1,888 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $44K.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2020 and held it in 8 quarters.
Golden State Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $53.2K 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.