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

Martel 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	$2.28M	Buy	97,475 +2,224	+2%	+$52.1K	0.36%	22
2026 Q1	$2.22M	Buy	95,251 +4,213	+5%	+$99.4K	0.38%	23
2025 Q4	$2.15M	Buy	91,038 +3,195	+4%	+$75.7K	0.37%	25
2025 Q3	$2.1M	Buy	87,843 +3,587	+4%	+$85.2K	0.37%	25
2025 Q2	$2.01M	Buy	+84,256	New	+$1.96M	0.37%	25

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

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

Martel Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.3% in Q2 2026, buying an estimated $52.1K and bringing the position to 97,475 shares worth $2.28M. The position accounts for 0.36% of the portfolio, ranked #22.

Martel 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.

Martel Wealth Advisors held 97,475 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.28M as of Q2 2026.
Martel Wealth Advisors bought 2,224 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $52.1K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.36% of Martel Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Martel 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 Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.