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

Revisor Wealth Management’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	$817K	Sell	34,851 -2,667	-7%	-$62.5K	0.2%	134
2026 Q1	$875K	Buy	37,518 +5,640	+18%	+$133K	0.24%	107
2025 Q4	$758K	Sell	31,878 -155	-0.5%	-$3.67K	0.2%	117
2025 Q3	$758K	Sell	32,033 -13,312	-29%	-$316K	0.26%	84
2025 Q2	$1.07M	Sell	45,345 -39,844	-47%	-$927K	0.39%	50
2025 Q1	$2M	Buy	85,189 +36,472	+75%	+$862K	0.89%	21
2024 Q4	$1.14M	Sell	48,717 -53,940	-53%	-$1.28M	1.06%	22
2024 Q3	$2.47M	Buy	102,657 +4,157	+4%	+$98.1K	1.54%	12
2024 Q2	$2.29M	Sell	98,500 -36,534	-27%	-$846K	1.59%	14
2024 Q1	$3.16M	Buy	135,034 +49,349	+58%	+$1.15M	1.43%	15
2023 Q4	$2M	Buy	85,685 +5,412	+7%	+$122K	2.31%	9
2023 Q3	$1.8M	Buy	80,273 +41,540	+107%	+$944K	1.53%	14
2023 Q2	$885K	Buy	38,733 +5,544	+17%	+$126K	0.79%	32
2023 Q1	$763K	Buy	+33,189	New	+$756K	0.7%	33

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

Revisor Wealth Management's SPHY Position: Q2 2026 in Review

Revisor Wealth Management reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 7.1% in Q2 2026, selling an estimated $62.5K and leaving 34,851 shares worth $817K. The position accounts for 0.2% of the portfolio, ranked #134.

Revisor Wealth Management first reported a position in SPHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.16M in Q1 2024. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Revisor Wealth Management held 34,851 shares of State Street SPDR Portfolio High Yield Bond ETF worth $817K as of Q2 2026.
Revisor Wealth Management sold 2,667 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $62.5K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.2% of Revisor Wealth Management's portfolio in Q2 2026, its #134 holding.
Revisor Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and has held it in 14 quarters since.
Revisor Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.16M in Q1 2024.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.