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

Institute for Wealth Management’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	$499K	Hold	21,276	–	–	0.04%	326
2026 Q1	$496K	Buy	+21,276	New	+$502K	0.05%	321
2020 Q3	–	Sell	-13,297	Closed	-$326K	–	443
2020 Q2	$326K	Buy	13,297 +986	+8%	+$23.6K	0.08%	311
2020 Q1	$278K	Sell	12,311 -111	-0.9%	-$2.81K	0.09%	296
2019 Q4	$327K	Buy	12,422 +967	+8%	+$25.2K	0.07%	326
2019 Q3	$300K	Buy	11,455 +954	+9%	+$24.9K	0.08%	325
2019 Q2	$275K	Sell	10,501 -79	-0.7%	-$2.05K	0.06%	372
2019 Q1	$275K	Buy	10,580 +45	+0.4%	+$1.14K	0.06%	352
2018 Q4	$260K	Buy	10,535 +105	+1%	+$2.62K	0.11%	212
2018 Q3	$262K	Sell	10,430 -348	-3%	-$8.88K	0.09%	195
2018 Q2	$272K	Buy	10,778 +61	+0.6%	+$1.56K	0.09%	200
2018 Q1	$271K	Buy	+10,717	New	+$279K	0.08%	241

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

Institute for Wealth Management's SPHY Position: Q2 2026 in Review

Institute for Wealth Management held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q2 2026 at 21,276 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #326.

Institute for Wealth Management first reported a position in SPHY in Q1 2018 and has held it in 12 quarters since. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Institute for Wealth Management held 21,276 shares of State Street SPDR Portfolio High Yield Bond ETF worth $499K as of Q2 2026.
Institute for Wealth Management left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #326 holding.
Institute for Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2018 and has held it in 12 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.