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

Rede Wealth’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	$1.65M	Buy	73,047 +6,531	+10%	+$151K	0.54%	19
2026 Q2	$1.56M	Buy	66,516 +20,852	+46%	+$489K	0.52%	19
2026 Q1	$1.06M	Sell	45,664 -13,118	-22%	-$310K	0.38%	30
2025 Q4	$1.39M	Buy	+58,782	New	+$1.39M	0.48%	24
2025 Q3	–	Sell	-66,006	Closed	-$1.57M	–	173
2025 Q2	$1.57M	Buy	66,006 +4,330	+7%	+$101K	0.57%	20
2025 Q1	$1.44M	Buy	61,676 +5,105	+9%	+$121K	0.51%	19
2024 Q4	$1.33M	Buy	56,571 +9,908	+21%	+$235K	0.51%	21
2024 Q3	$1.12M	Buy	46,663 +30,610	+191%	+$722K	0.43%	25
2024 Q2	$373K	Buy	16,053 +2,461	+18%	+$57K	0.34%	64
2024 Q1	$319K	Buy	+13,592	New	+$317K	0.13%	74

Other funds holding SPHY

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

Rede Wealth's SPHY Position: Q3 2026 in Review

Rede Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 9.8% in Q3 2026, buying an estimated $151K and bringing the position to 73,047 shares worth $1.65M. The position accounts for 0.54% of the portfolio, ranked #19.

Rede Wealth first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. 133 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Rede Wealth held 73,047 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.65M as of Q3 2026.
Rede Wealth bought 6,531 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $151K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.54% of Rede Wealth's portfolio in Q3 2026, its #19 holding.
Rede Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
133 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.