GWS
SPHY icon

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

Greykasell Wealth Strategies’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 		$81.9K Buy
3,512
+3
+0.1% +$71 0.03% 208
2025
Q4 		$83.1K Buy
3,509
+7
+0.2% +$166 0.03% 201
2025
Q3 		$83.8K Buy
+3,502
New +$83.2K 0.04% 183

Other funds holding SPHY

Bank of America
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Greykasell Wealth Strategies's SPHY Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.09% in Q1 2026, buying an estimated $71 and bringing the position to 3,512 shares worth $81.9K. The position accounts for 0.03% of the portfolio, ranked #208.

Greykasell Wealth Strategies first reported a position in SPHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $83.8K in Q3 2025. 527 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Greykasell Wealth Strategies held 3,512 shares of State Street SPDR Portfolio High Yield Bond ETF worth $81.9K as of Q1 2026.
  • Greykasell Wealth Strategies bought 3 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $71.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #208 holding.
  • Greykasell Wealth Strategies first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Greykasell Wealth Strategies's State Street SPDR Portfolio High Yield Bond ETF position peaked at $83.8K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.