Instrumental Wealth
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Instrumental Wealth’s State Street SPDR Portfolio High Yield Bond Index ETF SPHY Stock Holding History

Instrumental Wealth’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
Q3 		$431K Buy
19,069
+942
+5% +$21.8K 0.21% 50
2026
Q2 		$425K Buy
18,127
+451
+3% +$10.6K 0.22% 49
2026
Q1 		$412K Buy
17,676
+250
+1% +$5.9K 0.25% 37
2025
Q4 		$414K Buy
17,426
+907
+5% +$21.5K 0.25% 38
2025
Q3 		$393K Buy
16,519
+330
+2% +$7.84K 0.28% 39
2025
Q2 		$381K Buy
16,189
+386
+2% +$8.98K 0.3% 37
2025
Q1 		$368K Buy
15,803
+622
+4% +$14.7K 0.33% 33
2024
Q4 		$360K Buy
15,181
+1,239
+9% +$29.4K 0.34% 29
2024
Q3 		$332K Buy
13,942
+567
+4% +$13.4K 0.32% 32
2024
Q2 		$314K Buy
13,375
+230
+2% +$5.33K 0.32% 30
2024
Q1 		$304K Sell
13,145
-800
-6% -$18.7K 0.13% 30
2023
Q4 		$325K Sell
13,945
-22
-0.2% -$497 0.35% 26
2023
Q3 		$307K Buy
13,967
+400
+3% +$9.09K 0.36% 24
2023
Q2 		$310K Buy
13,567
+430
+3% +$9.8K 0.37% 21
2023
Q1 		$298K Buy
+13,137
New +$299K 0.39% 20

Other funds holding SPHY

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance Helsinki, Finland $15.6B AUM 23.51% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance Espoo, Finland $8.42B AUM 29.33% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Instrumental Wealth's SPHY Position: Q3 2026 in Review

Instrumental Wealth increased its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) stake by 5.2% in Q3 2026, buying an estimated $21.8K and bringing the position to 19,069 shares worth $431K. The position accounts for 0.21% of the portfolio, ranked #50.

Instrumental Wealth first reported a position in SPHY in Q1 2023 and has held it in 15 quarters since. 506 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

  • Instrumental Wealth held 19,069 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $431K as of Q3 2026.
  • Instrumental Wealth bought 942 State Street SPDR Portfolio High Yield Bond Index ETF shares in Q3 2026, an estimated $21.8K.
  • State Street SPDR Portfolio High Yield Bond Index ETF made up 0.21% of Instrumental Wealth's portfolio in Q3 2026, its #50 holding.
  • Instrumental Wealth first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q1 2023 and has held it in 15 quarters since.
  • 506 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.