Private Wealth Group’s State Street SPDR Portfolio High Yield Bond Index ETF SPHY Stock Holding History

Private Wealth Group’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 Q3	$411K	Buy	18,181 +464	+3%	+$10.8K	0.16%	43
2026 Q2	$415K	Buy	17,717 +2,778	+19%	+$65.1K	0.16%	46
2026 Q1	$348K	Buy	14,939 +701	+5%	+$16.5K	0.16%	49
2025 Q4	$337K	Buy	+14,238	New	+$338K	0.16%	49

Other funds holding SPHY

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Private Wealth Group's SPHY Position: Q3 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio High Yield Bond Index ETF (SPHY) stake by 2.6% in Q3 2026, buying an estimated $10.8K and bringing the position to 18,181 shares worth $411K. The position accounts for 0.16% of the portfolio, ranked #43.

Private Wealth Group first reported a position in SPHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $415K in Q2 2026. 318 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Private Wealth Group held 18,181 shares of State Street SPDR Portfolio High Yield Bond Index ETF worth $411K as of Q3 2026.
Private Wealth Group bought 464 State Street SPDR Portfolio High Yield Bond Index ETF shares in Q3 2026, an estimated $10.8K.
State Street SPDR Portfolio High Yield Bond Index ETF made up 0.16% of Private Wealth Group's portfolio in Q3 2026, its #43 holding.
Private Wealth Group first reported a position in State Street SPDR Portfolio High Yield Bond Index ETF in Q4 2025 and has held it in 4 quarters since.
Private Wealth Group's State Street SPDR Portfolio High Yield Bond Index ETF position peaked at $415K in Q2 2026.
318 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond Index ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.