Morton Brown Family Wealth’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Morton Brown Family Wealth’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	$210K	Buy	8,938 +156	+2%	+$3.65K	0.05%	69
2026 Q1	$205K	Buy	8,782 +102	+1%	+$2.41K	0.05%	64
2025 Q4	$205K	Buy	8,680 +1,242	+17%	+$29.4K	0.06%	59
2025 Q3	$178K	Buy	7,438 +2,238	+43%	+$53.1K	0.05%	62
2025 Q2	$124K	Buy	5,200 +98	+2%	+$2.28K	0.04%	78
2025 Q1	$119K	Buy	+5,102	New	+$121K	0.04%	75

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

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

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

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morton Brown Family Wealth's SPHY Position: Q2 2026 in Review

Morton Brown Family Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.8% in Q2 2026, buying an estimated $3.65K and bringing the position to 8,938 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #69.

Morton Brown Family Wealth first reported a position in SPHY in Q1 2025 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Morton Brown Family Wealth held 8,938 shares of State Street SPDR Portfolio High Yield Bond ETF worth $210K as of Q2 2026.
Morton Brown Family Wealth bought 156 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $3.65K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Morton Brown Family Wealth's portfolio in Q2 2026, its #69 holding.
Morton Brown Family Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.