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 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 $1.37T 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

PlanWiser Financial's SPHY Position: Q1 2026 in Review

PlanWiser Financial increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 15% in Q1 2026, buying an estimated $42.7K and bringing the position to 13,489 shares worth $318K. The position accounts for 0.23% of the portfolio, ranked #41.

PlanWiser Financial first reported a position in SPHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.13M in Q3 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

PlanWiser Financial held 13,489 shares of State Street SPDR Portfolio High Yield Bond ETF worth $318K as of Q1 2026.
PlanWiser Financial bought 1,808 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $42.7K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.23% of PlanWiser Financial's portfolio in Q1 2026, its #41 holding.
PlanWiser Financial first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2025 and has held it in 4 quarters since.
PlanWiser Financial's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.13M in Q3 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.