Meriwether Wealth & Planning’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Meriwether Wealth & Planning’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 Q3	$3.71M	Buy	164,108 +8,763	+6%	+$203K	1.67%	11
2026 Q2	$3.64M	Buy	155,345 +2,785	+2%	+$65.3K	1.81%	11
2026 Q1	$3.56M	Buy	152,560 +12,210	+9%	+$288K	1.95%	12
2025 Q4	$3.32M	Buy	140,350 +5,924	+4%	+$140K	1.87%	11
2025 Q3	$3.22M	Buy	134,426 +4,191	+3%	+$100K	1.86%	11
2025 Q2	$3.1M	Buy	130,235 +2,858	+2%	+$66.5K	1.94%	10
2025 Q1	$2.98M	Buy	127,377 +15,986	+14%	+$378K	1.95%	9
2024 Q4	$2.61M	Buy	+111,391	New	+$2.64M	1.86%	8

Other funds holding SPHY

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Meriwether Wealth & Planning's SPHY Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5.6% in Q3 2026, buying an estimated $203K and bringing the position to 164,108 shares worth $3.71M. The position accounts for 1.67% of the portfolio, ranked #11.

Meriwether Wealth & Planning first reported a position in SPHY in Q4 2024 and has held it in 8 quarters since. 103 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Meriwether Wealth & Planning held 164,108 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.71M as of Q3 2026.
Meriwether Wealth & Planning bought 8,763 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $203K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.67% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #11 holding.
Meriwether Wealth & Planning first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 8 quarters since.
103 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.