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Private Wealth Group’s State Street SPDR Portfolio High Yield Bond 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
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

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $598M AUM 26.27% 1-Year Est. Return

Private Wealth Group's SPHY Position: Q2 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 19% in Q2 2026, buying an estimated $65.1K and bringing the position to 17,717 shares worth $415K. The position accounts for 0.16% of the portfolio, ranked #46.

Private Wealth Group first reported a position in SPHY in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Private Wealth Group held 17,717 shares of State Street SPDR Portfolio High Yield Bond ETF worth $415K as of Q2 2026.
  • Private Wealth Group bought 2,778 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $65.1K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.16% of Private Wealth Group's portfolio in Q2 2026, its #46 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.