PlanWiser Financial’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

PlanWiser Financial’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	$3.7M	Buy	157,816 +144,327	+1,070%	+$3.38M	2.57%	14
2026 Q1	$318K	Buy	13,489 +1,808	+15%	+$42.7K	0.23%	41
2025 Q4	$278K	Sell	11,681 -121,201	-91%	-$2.87M	0.21%	43
2025 Q3	$3.13M	Buy	132,882 +68,728	+107%	+$1.63M	2.49%	15
2025 Q2	$1.52M	Buy	+64,154	New	+$1.49M	1.3%	25

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

PlanWiser Financial's SPHY Position: Q2 2026 in Review

PlanWiser Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1,070% in Q2 2026, buying an estimated $3.38M and bringing the position to 157,816 shares worth $3.7M. The position accounts for 2.57% of the portfolio, ranked #14.

PlanWiser Financial first reported a position in SPHY in Q2 2025 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

PlanWiser Financial held 157,816 shares of State Street SPDR Portfolio High Yield Bond ETF worth $3.7M as of Q2 2026.
PlanWiser Financial bought 144,327 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $3.38M.
State Street SPDR Portfolio High Yield Bond ETF made up 2.57% of PlanWiser Financial's portfolio in Q2 2026, its #14 holding.
PlanWiser Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and has held it in 5 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.