Next Level Wealth Planning’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Next Level 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	$555K	Buy	23,661 +496	+2%	+$11.6K	0.24%	33
2026 Q1	$540K	Buy	23,165 +6,309	+37%	+$149K	0.28%	33
2025 Q4	$399K	Buy	16,856 +2,068	+14%	+$49K	0.21%	36
2025 Q3	$354K	Buy	14,788 +163	+1%	+$3.87K	0.2%	36
2025 Q2	$348K	Buy	14,625 +2,938	+25%	+$68.4K	0.22%	35
2025 Q1	$274K	Buy	+11,687	New	+$276K	0.21%	39

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

Next Level Wealth Planning's SPHY Position: Q2 2026 in Review

Next Level Wealth Planning increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.1% in Q2 2026, buying an estimated $11.6K and bringing the position to 23,661 shares worth $555K. The position accounts for 0.24% of the portfolio, ranked #33.

Next Level Wealth Planning first reported a position in SPHY in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Next Level Wealth Planning held 23,661 shares of State Street SPDR Portfolio High Yield Bond ETF worth $555K as of Q2 2026.
Next Level Wealth Planning bought 496 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $11.6K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.24% of Next Level Wealth Planning's portfolio in Q2 2026, its #33 holding.
Next Level Wealth Planning first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.