Keystone Wealth Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Keystone Wealth Services’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	$760K	Sell	32,409 -504	-2%	-$11.8K	0.14%	152
2026 Q1	$768K	Buy	+32,913	New	+$777K	0.16%	145
2025 Q4	–	Sell	-34,579	Closed	-$828K	–	309
2025 Q3	$828K	Sell	34,579 -736	-2%	-$17.5K	0.18%	127
2025 Q2	$840K	Sell	35,315 -9,889	-22%	-$230K	0.2%	116
2025 Q1	$1.06M	Buy	45,204 +192	+0.4%	+$4.54K	0.29%	85
2024 Q4	$1.06M	Buy	45,012 +458	+1%	+$10.9K	0.28%	85
2024 Q3	$1.07M	Sell	44,554 -6,443	-13%	-$152K	0.3%	79
2024 Q2	$1.18M	Sell	50,997 -4,104	-7%	-$95.1K	0.37%	69
2024 Q1	$1.29M	Buy	55,101 +934	+2%	+$21.8K	0.42%	59
2023 Q4	$1.27M	Sell	54,167 -281	-0.5%	-$6.35K	0.43%	59
2023 Q3	$1.22M	Buy	54,448 +2,388	+5%	+$54.3K	0.46%	51
2023 Q2	$1.19M	Buy	52,060 +6,533	+14%	+$148K	0.44%	50
2023 Q1	$1.05M	Buy	45,527 +7,080	+18%	+$161K	0.43%	56
2022 Q4	$859K	Buy	+38,447	New	+$861K	0.37%	59

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

Keystone Wealth Services's SPHY Position: Q2 2026 in Review

Keystone Wealth Services reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.5% in Q2 2026, selling an estimated $11.8K and leaving 32,409 shares worth $760K. The position accounts for 0.14% of the portfolio, ranked #152.

Keystone Wealth Services first reported a position in SPHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q1 2024. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Keystone Wealth Services held 32,409 shares of State Street SPDR Portfolio High Yield Bond ETF worth $760K as of Q2 2026.
Keystone Wealth Services sold 504 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $11.8K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.14% of Keystone Wealth Services's portfolio in Q2 2026, its #152 holding.
Keystone Wealth Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 14 quarters since.
Keystone Wealth Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.29M in Q1 2024.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.