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

Sheets Smith 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	$1.86M	Buy	79,412 +139	+0.2%	+$3.26K	0.19%	115
2026 Q1	$1.85M	Sell	79,273 -1,732	-2%	-$40.9K	0.21%	107
2025 Q4	$1.92M	Buy	81,005 +3,422	+4%	+$81.1K	0.21%	105
2025 Q3	$1.86M	Buy	77,583 +1,798	+2%	+$42.7K	0.21%	103
2025 Q2	$1.8M	Buy	75,785 +2,104	+3%	+$49K	0.21%	103
2025 Q1	$1.73M	Buy	73,681 +442	+0.6%	+$10.4K	0.21%	106
2024 Q4	$1.72M	Sell	73,239 -187	-0.3%	-$4.44K	0.21%	107
2024 Q3	$1.77M	Buy	73,426 +216	+0.3%	+$5.1K	0.22%	108
2024 Q2	$1.7M	Sell	73,210 -620	-0.8%	-$14.4K	0.2%	110
2024 Q1	$1.73M	Buy	73,830 +326	+0.4%	+$7.61K	0.19%	114
2023 Q4	$1.72M	Sell	73,504 -814	-1%	-$18.4K	0.24%	96
2023 Q3	$1.67M	Buy	74,318 +1,241	+2%	+$28.2K	0.25%	94
2023 Q2	$1.67M	Buy	73,077 +1,068	+1%	+$24.2K	0.24%	96
2023 Q1	$1.65M	Buy	72,009 +987	+1%	+$22.5K	0.25%	92
2022 Q4	$1.59M	Buy	71,022 +45,015	+173%	+$1.01M	0.25%	94
2022 Q3	$567K	Buy	26,007 +391	+2%	+$9K	0.09%	177
2022 Q2	$575K	Buy	+25,616	New	+$609K	0.09%	167
2022 Q1	–	Sell	-7,745	Closed	-$206K	–	383
2021 Q4	$206K	Buy	7,745 +15	+0.2%	+$398	0.03%	357
2021 Q3	$207K	Sell	7,730 -88	-1%	-$2.36K	0.03%	347
2021 Q2	$210K	Buy	7,818 +22	+0.3%	+$586	0.03%	348
2021 Q1	$207K	Sell	7,796 -81	-1%	-$2.15K	0.03%	318
2020 Q4	$209K	Buy	+7,877	New	+$204K	0.03%	320
2020 Q2	–	Sell	-15,535	Closed	-$350K	–	286
2020 Q1	$350K	Sell	15,535 -131	-0.8%	-$3.31K	0.07%	188
2019 Q4	$413K	Buy	15,666 +594	+4%	+$15.5K	0.08%	230
2019 Q3	$394K	Buy	15,072 +1,663	+12%	+$43.3K	0.08%	225
2019 Q2	$351K	Buy	13,409 +586	+5%	+$15.2K	0.07%	251
2019 Q1	$334K	Buy	12,823 +205	+2%	+$5.21K	0.07%	260
2018 Q4	$312K	Sell	12,618 -1,342	-10%	-$33.5K	0.08%	222
2018 Q3	$357K	Buy	+13,960	New	+$356K	0.07%	270
2018 Q2	–	Sell	-15,231	Closed	-$391K	–	332
2018 Q1	$391K	Buy	+15,231	New	+$396K	0.09%	215

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

Sheets Smith Wealth Management's SPHY Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.18% in Q2 2026, buying an estimated $3.26K and bringing the position to 79,412 shares worth $1.86M. The position accounts for 0.19% of the portfolio, ranked #115.

Sheets Smith Wealth Management first reported a position in SPHY in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.92M in Q4 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Sheets Smith Wealth Management held 79,412 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.86M as of Q2 2026.
Sheets Smith Wealth Management bought 139 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $3.26K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.19% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #115 holding.
Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2018 and has held it in 30 quarters since.
Sheets Smith Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.92M in Q4 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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