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 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 $1.37T 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hurlow Wealth Management Group's SPHY Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7.1% in Q1 2026, buying an estimated $359K and bringing the position to 229,922 shares worth $5.36M. The position accounts for 1.28% of the portfolio, ranked #20.

Hurlow Wealth Management Group first reported a position in SPHY in Q3 2024 and has held it in 7 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Hurlow Wealth Management Group held 229,922 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.36M as of Q1 2026.
Hurlow Wealth Management Group bought 15,227 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $359K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.28% of Hurlow Wealth Management Group's portfolio in Q1 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 7 quarters since.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.