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Instrumental Wealth’s State Street SPDR Portfolio High Yield Bond 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
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% +$9.76K 0.37% 21
2023
Q1 		$298K Buy
+13,137
New +$299K 0.39% 20

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Instrumental Wealth's SPHY Position: Q2 2026 in Review

Instrumental Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.6% in Q2 2026, buying an estimated $10.6K and bringing the position to 18,127 shares worth $425K. The position accounts for 0.22% of the portfolio, ranked #49.

Instrumental Wealth first reported a position in SPHY in Q1 2023 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Instrumental Wealth held 18,127 shares of State Street SPDR Portfolio High Yield Bond ETF worth $425K as of Q2 2026.
  • Instrumental Wealth bought 451 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $10.6K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.22% of Instrumental Wealth's portfolio in Q2 2026, its #49 holding.
  • Instrumental Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.