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Physician Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Physician Wealth Advisors’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 		$40.4K Sell
1,725
-37
-2% -$867 ﹤0.01% 483
2026
Q1 		$41.1K Buy
1,762
+623
+55% +$14.7K 0.01% 439
2025
Q4 		$27K Buy
1,139
+302
+36% +$7.16K ﹤0.01% 512
2025
Q3 		$20K Buy
+837
New +$19.9K ﹤0.01% 575
2025
Q2 		– Sell
-500
Closed -$11.7K – 1957
2025
Q1 		$11.7K Hold
500
– – ﹤0.01% 594
2024
Q4 		$11.7K Buy
+500
New +$11.9K ﹤0.01% 604

Other funds holding SPHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
HFS
Horizon Financial Services Winston Salem, North Carolina $261M AUM 16.81% 1-Year Est. Return
FAP
Financial Advisory Partners Winter Park, Florida $383M AUM 14.9% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Physician Wealth Advisors's SPHY Position: Q2 2026 in Review

Physician Wealth Advisors reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.1% in Q2 2026, selling an estimated $867 and leaving 1,725 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Physician Wealth Advisors first reported a position in SPHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.1K in Q1 2026. 93 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Physician Wealth Advisors held 1,725 shares of State Street SPDR Portfolio High Yield Bond ETF worth $40.4K as of Q2 2026.
  • Physician Wealth Advisors sold 37 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $867.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #483 holding.
  • Physician Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $41.1K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.