Moller Wealth Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Moller Wealth Partners’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	$9.21M	Buy	392,827 +100,197	+34%	+$2.35M	1.67%	20
2026 Q1	$6.82M	Buy	292,630 +108,543	+59%	+$2.56M	1.35%	22
2025 Q4	$4.36M	Buy	184,087 +42,378	+30%	+$1M	0.91%	26
2025 Q3	$3.39M	Buy	141,709 +45,544	+47%	+$1.08M	0.71%	27
2025 Q2	$2.29M	Buy	96,165 +70,839	+280%	+$1.65M	0.51%	27
2025 Q1	$593K	Buy	+25,326	New	+$598K	0.15%	42

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

Moller Wealth Partners's SPHY Position: Q2 2026 in Review

Moller Wealth Partners increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 34% in Q2 2026, buying an estimated $2.35M and bringing the position to 392,827 shares worth $9.21M. The position accounts for 1.67% of the portfolio, ranked #20.

Moller Wealth Partners first reported a position in SPHY in Q1 2025 and has held it in 6 quarters since. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Moller Wealth Partners held 392,827 shares of State Street SPDR Portfolio High Yield Bond ETF worth $9.21M as of Q2 2026.
Moller Wealth Partners bought 100,197 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $2.35M.
State Street SPDR Portfolio High Yield Bond ETF made up 1.67% of Moller Wealth Partners's portfolio in Q2 2026, its #20 holding.
Moller Wealth Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.