Kingswood Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Kingswood Wealth Advisors’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	$1.01M	Buy	43,275 +3,670	+9%	+$86K	0.04%	406
2026 Q1	$924K	Buy	39,605 +2,807	+8%	+$66.2K	0.04%	394
2025 Q4	$871K	Buy	36,798 +1,124	+3%	+$26.6K	0.04%	378
2025 Q3	$854K	Buy	35,674 +25,154	+239%	+$597K	0.05%	335
2025 Q2	$250K	Buy	+10,520	New	+$245K	0.02%	625

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

Kingswood Wealth Advisors's SPHY Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 9.3% in Q2 2026, buying an estimated $86K and bringing the position to 43,275 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #406.

Kingswood Wealth Advisors first reported a position in SPHY in Q2 2025 and has held it in 5 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Kingswood Wealth Advisors held 43,275 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.01M as of Q2 2026.
Kingswood Wealth Advisors bought 3,670 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $86K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #406 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.