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Independent Wealth Network’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Independent Wealth Network’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 		$698K Buy
29,763
+1,648
+6% +$38.6K 0.18% 146
2026
Q1 		$656K Buy
28,115
+18,805
+202% +$444K 0.19% 130
2025
Q4 		$220K Buy
9,310
+668
+8% +$15.8K 0.07% 251
2025
Q3 		$207K Buy
+8,642
New +$205K 0.07% 259

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CE
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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Independent Wealth Network's SPHY Position: Q2 2026 in Review

Independent Wealth Network increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5.9% in Q2 2026, buying an estimated $38.6K and bringing the position to 29,763 shares worth $698K. The position accounts for 0.18% of the portfolio, ranked #146.

Independent Wealth Network first reported a position in SPHY in Q3 2025 and has held it in 4 quarters since. 139 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Independent Wealth Network held 29,763 shares of State Street SPDR Portfolio High Yield Bond ETF worth $698K as of Q2 2026.
  • Independent Wealth Network bought 1,648 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $38.6K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.18% of Independent Wealth Network's portfolio in Q2 2026, its #146 holding.
  • Independent Wealth Network first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 139 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.