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

Meridian 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
2026 Q2	$607K	Buy	25,915 +2,893	+13%	+$67.8K	0.02%	493
2026 Q1	$537K	Sell	23,022 -2,746	-11%	-$64.8K	0.02%	496
2025 Q4	$610K	Sell	25,768 -196,052	-88%	-$4.65M	0.02%	460
2025 Q3	$5.31M	Buy	221,820 +18,548	+9%	+$440K	0.2%	97
2025 Q2	$4.84M	Sell	203,272 -1,284	-0.6%	-$29.9K	0.21%	105
2025 Q1	$4.79M	Buy	204,556 +30,325	+17%	+$717K	0.23%	95
2024 Q4	$4.09M	Buy	174,231 +17,168	+11%	+$407K	0.19%	111
2024 Q3	$3.78M	Buy	157,063 +49,045	+45%	+$1.16M	0.19%	120
2024 Q2	$2.51M	Buy	+108,018	New	+$2.5M	0.3%	67
2024 Q1	–	Sell	-36,285	Closed	-$848K	–	485
2023 Q4	$848K	Buy	+36,285	New	+$820K	0.05%	289

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

Meridian Wealth Management's SPHY Position: Q2 2026 in Review

Meridian Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 13% in Q2 2026, buying an estimated $67.8K and bringing the position to 25,915 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #493.

Meridian Wealth Management first reported a position in SPHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.31M in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Meridian Wealth Management held 25,915 shares of State Street SPDR Portfolio High Yield Bond ETF worth $607K as of Q2 2026.
Meridian Wealth Management bought 2,893 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $67.8K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #493 holding.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 10 quarters since.
Meridian Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $5.31M in Q3 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.