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

Moulton 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
Q1 		– Sell
-7,359
Closed -$348K – 69
2025
Q4 		$348K Buy
+7,359
New +$174K 0.33% 37

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Moulton Wealth Management's SPHY Position: Q1 2026 in Review

Moulton Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026, closing a stake of 7,359 shares — an estimated $348K sold.

Moulton Wealth Management first reported a position in SPHY in Q4 2025 and held it in 1 quarter. The position peaked at $348K in Q4 2025. 528 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Moulton Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Moulton Wealth Management sold 7,359 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $348K.
  • Moulton Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and held it in 1 quarter.
  • Moulton Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $348K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Moulton Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.