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

McNaughton Wealth Management’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
2025 Q4	–	Sell	-9,421	Closed	-$226K	–	76
2025 Q3	$226K	Sell	9,421 -418	-4%	-$9.93K	0.1%	70
2025 Q2	$234K	Sell	9,839 -4,751	-33%	-$111K	0.1%	69
2025 Q1	$342K	Sell	14,590 -121,578	-89%	-$2.87M	0.17%	64
2024 Q4	$3.2M	Buy	136,168 +1,763	+1%	+$41.8K	1.54%	18
2024 Q3	$3.23M	Buy	134,405 +3,680	+3%	+$86.8K	1.57%	18
2024 Q2	$3.04M	Buy	130,725 +10,271	+9%	+$238K	1.61%	21
2024 Q1	$2.83M	Buy	120,454 +5,075	+4%	+$118K	1.57%	21
2023 Q4	$2.7M	Buy	115,379 +5,627	+5%	+$127K	1.6%	20
2023 Q3	$2.46M	Buy	109,752 +60,805	+124%	+$1.38M	1.64%	20
2023 Q2	$1.12M	Buy	+48,947	New	+$1.11M	0.72%	36

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

McNaughton Wealth Management's SPHY Position: Q4 2025 in Review

McNaughton Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2025, closing a stake of 9,421 shares — an estimated $226K sold.

McNaughton Wealth Management first reported a position in SPHY in Q2 2023 and held it in 10 quarters. The position peaked at $3.23M in Q3 2024. 535 funds tracked by Wall St. Rank hold SPHY as of Q4 2025.

McNaughton Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2025 after selling out during the quarter.
McNaughton Wealth Management sold 9,421 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2025, an estimated $226K.
McNaughton Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2023 and held it in 10 quarters.
McNaughton Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.23M in Q3 2024.
535 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2025.

Based on McNaughton Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.