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

Rockwood 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 		$521K Buy
+22,225
New +$521K 0.03% 79

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

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

Rockwood Wealth Management opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026: 22,225 shares worth $521K. The stake represents 0.03% of the portfolio and ranks #79 among its holdings.

246 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Rockwood Wealth Management held 22,225 shares of State Street SPDR Portfolio High Yield Bond ETF worth $521K as of Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Rockwood Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Rockwood Wealth Management's portfolio in Q2 2026, its #79 holding.
  • 246 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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