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

Leo Wealth LLC’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 Q1	$281K	Buy	+12,061	New	+$285K	0.02%	375

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Leo Wealth LLC's SPHY Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026: 12,061 shares worth $281K. The stake represents 0.02% of the portfolio and ranks #375 among its holdings.

527 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Leo Wealth LLC held 12,061 shares of State Street SPDR Portfolio High Yield Bond ETF worth $281K as of Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Leo Wealth LLC position in Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #375 holding.
527 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.