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

Rialto 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	$6.08M	Buy	259,252 +40,810	+19%	+$956K	1.2%	19
2026 Q1	$5.09M	Buy	218,442 +59,010	+37%	+$1.39M	1.14%	21
2025 Q4	$3.77M	Buy	159,432 +31,631	+25%	+$750K	0.9%	26
2025 Q3	$3.06M	Buy	127,801 +47,930	+60%	+$1.14M	0.79%	31
2025 Q2	$1.9M	Buy	79,871 +19,915	+33%	+$463K	0.53%	48
2025 Q1	$1.4M	Buy	59,956 +5,328	+10%	+$126K	0.44%	55
2024 Q4	$1.28M	Buy	+54,628	New	+$1.3M	0.42%	56

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

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

Rialto Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 19% in Q2 2026, buying an estimated $956K and bringing the position to 259,252 shares worth $6.08M. The position accounts for 1.2% of the portfolio, ranked #19.

Rialto Wealth Management first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Rialto Wealth Management held 259,252 shares of State Street SPDR Portfolio High Yield Bond ETF worth $6.08M as of Q2 2026.
Rialto Wealth Management bought 40,810 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $956K.
State Street SPDR Portfolio High Yield Bond ETF made up 1.2% of Rialto Wealth Management's portfolio in Q2 2026, its #19 holding.
Rialto Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.