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

Modern 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	$3.18M	Buy	135,727 +22,923	+20%	+$537K	0.04%	316
2026 Q1	$2.62M	Buy	112,804 +13,570	+14%	+$320K	0.04%	275
2025 Q4	$2.35M	Sell	99,234 -5,183	-5%	-$123K	0.04%	276
2025 Q3	$2.5M	Sell	104,417 -42,288	-29%	-$1M	0.05%	261
2025 Q2	$3.49M	Buy	146,705 +66,269	+82%	+$1.54M	0.09%	197
2025 Q1	$1.88M	Buy	80,436 +21,584	+37%	+$510K	0.06%	214
2024 Q4	$1.38M	Buy	58,852 +14,113	+32%	+$335K	0.05%	224
2024 Q3	$1.08M	Buy	44,739 +9,872	+28%	+$233K	0.07%	160
2024 Q2	$810K	Buy	34,867 +15,923	+84%	+$369K	0.06%	158
2024 Q1	$444K	Buy	+18,944	New	+$442K	0.04%	183

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

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

Modern Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 20% in Q2 2026, buying an estimated $537K and bringing the position to 135,727 shares worth $3.18M. The position accounts for 0.04% of the portfolio, ranked #316.

Modern Wealth Management first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.49M in Q2 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Modern Wealth Management held 135,727 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.18M as of Q2 2026.
Modern Wealth Management bought 22,923 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $537K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #316 holding.
Modern Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.49M in Q2 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.