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

Pinnacle 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
Q2 		$8.84M Sell
376,967
-4,795
-1% -$112K 5.47% 8
2026
Q1 		$8.9M Buy
381,762
+21,551
+6% +$509K 6% 8
2025
Q4 		$8.53M Buy
360,211
+5,018
+1% +$119K 5.74% 5
2025
Q3 		$8.5M Buy
+355,193
New +$8.43M 5.74% 5

Other funds holding SPHY

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Pinnacle Wealth Management's SPHY Position: Q2 2026 in Review

Pinnacle Wealth Management reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.3% in Q2 2026, selling an estimated $112K and leaving 376,967 shares worth $8.84M. The position accounts for 5.47% of the portfolio, ranked #8.

Pinnacle Wealth Management first reported a position in SPHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.9M in Q1 2026. 122 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Pinnacle Wealth Management held 376,967 shares of State Street SPDR Portfolio High Yield Bond ETF worth $8.84M as of Q2 2026.
  • Pinnacle Wealth Management sold 4,795 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $112K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 5.47% of Pinnacle Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Pinnacle Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $8.9M in Q1 2026.
  • 122 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.