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

KWB 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	$264K	Buy	11,243 +1,850	+20%	+$43.3K	0.02%	154
2026 Q1	$222K	Sell	9,393 -126	-1%	-$2.97K	0.02%	156
2025 Q4	$225K	Buy	+9,519	New	+$226K	0.02%	165
2023 Q2	–	Sell	-704,921	Closed	-$15.7M	–	134
2023 Q1	$15.7M	Buy	704,921 +12,293	+2%	+$280K	2.91%	10
2022 Q4	$15.5M	Sell	692,628 -15,836	-2%	-$354K	2.94%	10
2022 Q3	$15.5M	Buy	708,464 +8,297	+1%	+$191K	3.09%	10
2022 Q2	$15.7M	Buy	700,167 +645,140	+1,172%	+$15.3M	3.03%	8
2022 Q1	$1.46M	Hold	55,027	–	–	0.24%	33
2021 Q4	$1.46M	Buy	55,027 +4,287	+8%	+$114K	0.24%	33
2021 Q3	$1.36M	Buy	50,740 +5,034	+11%	+$135K	0.24%	34
2021 Q2	$1.21M	Hold	45,706	–	–	0.23%	37
2021 Q1	$1.21M	Buy	45,706 +4,939	+12%	+$131K	0.23%	37
2020 Q4	$1.08M	Buy	+40,767	New	+$1.05M	0.22%	37

Other funds holding SPHY

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

KWB Wealth's SPHY Position: Q2 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 20% in Q2 2026, buying an estimated $43.3K and bringing the position to 11,243 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #154.

KWB Wealth first reported a position in SPHY in Q4 2020 and has held it in 13 quarters since. The position peaked at $15.7M in Q1 2023. 76 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

KWB Wealth held 11,243 shares of State Street SPDR Portfolio High Yield Bond ETF worth $264K as of Q2 2026.
KWB Wealth bought 1,850 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $43.3K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of KWB Wealth's portfolio in Q2 2026, its #154 holding.
KWB Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2020 and has held it in 13 quarters since.
KWB Wealth's State Street SPDR Portfolio High Yield Bond ETF position peaked at $15.7M in Q1 2023.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.