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 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%	+$99.5K	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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Meriwether Wealth & Planning's SPHY Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.8% in Q2 2026, buying an estimated $65.3K and bringing the position to 155,345 shares worth $3.64M. The position accounts for 1.81% of the portfolio, ranked #11.

Meriwether Wealth & Planning first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Meriwether Wealth & Planning held 155,345 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.64M as of Q2 2026.
Meriwether Wealth & Planning bought 2,785 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $65.3K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.81% of Meriwether Wealth & Planning's portfolio in Q2 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 7 quarters since.
76 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.