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

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

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. 558 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.
558 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.