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

Parkwoods 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	$308K	Sell	13,127 -666	-5%	-$15.6K	0.05%	133
2026 Q1	$322K	Sell	13,793 -373	-3%	-$8.8K	0.08%	79
2025 Q4	$335K	Buy	14,166 +3,355	+31%	+$79.5K	0.1%	75
2025 Q3	$259K	Sell	10,811 -13,826	-56%	-$328K	0.09%	82
2025 Q2	$586K	Buy	24,637 +6,943	+39%	+$162K	0.34%	23
2025 Q1	$414K	Buy	+17,694	New	+$418K	0.28%	24

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

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

Parkwoods Wealth Partners reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 4.8% in Q2 2026, selling an estimated $15.6K and leaving 13,127 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #133.

Parkwoods Wealth Partners first reported a position in SPHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $586K in Q2 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Parkwoods Wealth Partners held 13,127 shares of State Street SPDR Portfolio High Yield Bond ETF worth $308K as of Q2 2026.
Parkwoods Wealth Partners sold 666 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $15.6K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.05% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #133 holding.
Parkwoods 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.
Parkwoods Wealth Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $586K 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 Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.