Heritage Oak Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Heritage Oak Wealth Advisors’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	$1.15M	Buy	+48,856	New	+$1.14M	0.34%	37
2026 Q1	–	Sell	-105,098	Closed	-$2.49M	–	91
2025 Q4	$2.49M	Buy	105,098 +8,363	+9%	+$198K	0.92%	17
2025 Q3	$2.32M	Buy	96,735 +3,122	+3%	+$74.1K	0.84%	23
2025 Q2	$2.23M	Buy	+93,613	New	+$2.18M	0.86%	21
2025 Q1	–	Sell	-34,595	Closed	-$812K	–	86
2024 Q4	$812K	Buy	+34,595	New	+$821K	0.38%	33
2024 Q3	–	Sell	-119,620	Closed	-$2.78M	–	209
2024 Q2	$2.78M	Buy	+119,620	New	+$2.77M	1.4%	12

Other funds holding SPHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

CMP

Christine Messmer PC Collegeville, Pennsylvania $177M AUM

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Heritage Oak Wealth Advisors's SPHY Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 48,856 shares worth $1.15M. The stake represents 0.34% of the portfolio and ranks #37 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in SPHY as recently as Q4 2025.

Heritage Oak Wealth Advisors first reported a position in SPHY in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.78M in Q2 2024. 153 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Heritage Oak Wealth Advisors held 48,856 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.15M as of Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.34% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Heritage Oak Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 6 quarters since.
Heritage Oak Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.78M in Q2 2024.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.