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

Hurlow Wealth Management Group’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	$5.86M	Buy	250,032 +20,110	+9%	+$471K	1.22%	20
2026 Q1	$5.36M	Buy	229,922 +15,227	+7%	+$359K	1.28%	20
2025 Q4	$5.08M	Buy	214,695 +27,262	+15%	+$646K	1.24%	20
2025 Q3	$4.49M	Buy	187,433 +10,270	+6%	+$244K	1.16%	21
2025 Q2	$4.22M	Buy	177,163 +14,244	+9%	+$331K	1.19%	22
2025 Q1	$3.82M	Buy	162,919 +10,548	+7%	+$249K	1.19%	23
2024 Q4	$3.58M	Buy	152,371 +6,824	+5%	+$162K	1.12%	22
2024 Q3	$3.5M	Buy	+145,547	New	+$3.43M	1.09%	23

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

Hurlow Wealth Management Group's SPHY Position: Q2 2026 in Review

Hurlow Wealth Management Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 8.7% in Q2 2026, buying an estimated $471K and bringing the position to 250,032 shares worth $5.86M. The position accounts for 1.22% of the portfolio, ranked #20.

Hurlow Wealth Management Group first reported a position in SPHY in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Hurlow Wealth Management Group held 250,032 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.86M as of Q2 2026.
Hurlow Wealth Management Group bought 20,110 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $471K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.22% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #20 holding.
Hurlow Wealth Management Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2024 and has held it in 8 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.