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 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 $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Parkwoods Wealth Partners's SPHY Position: Q1 2026 in Review

Parkwoods Wealth Partners reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.6% in Q1 2026, selling an estimated $8.8K and leaving 13,793 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #79.

Parkwoods Wealth Partners first reported a position in SPHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $586K in Q2 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Parkwoods Wealth Partners held 13,793 shares of State Street SPDR Portfolio High Yield Bond ETF worth $322K as of Q1 2026.
Parkwoods Wealth Partners sold 373 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $8.8K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.08% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #79 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 5 quarters since.
Parkwoods Wealth Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $586K in Q2 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.