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

SigFig 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
Q3 		$6.86M Buy
303,575
+39,963
+15% +$927K 0.17% 40
2026
Q2 		$6.18M Buy
263,612
+44,667
+20% +$1.05M 0.16% 42
2026
Q1 		$5.11M Buy
218,945
+34,809
+19% +$821K 0.15% 48
2025
Q4 		$4.36M Buy
184,136
+36,404
+25% +$863K 0.13% 62
2025
Q3 		$3.54M Buy
147,732
+25,395
+21% +$603K 0.11% 70
2025
Q2 		$2.9M Buy
122,337
+32,727
+37% +$762K 0.1% 72
2025
Q1 		$2.1M Buy
89,610
+21,667
+32% +$512K 0.08% 79
2024
Q4 		$1.59M Buy
67,943
+25,874
+62% +$614K 0.06% 85
2024
Q3 		$1.01M Buy
42,069
+15,402
+58% +$363K 0.04% 90
2024
Q2 		$619K Buy
+26,667
New +$618K 0.02% 101

Other funds holding SPHY

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

SigFig Wealth Management's SPHY Position: Q3 2026 in Review

SigFig Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 15% in Q3 2026, buying an estimated $927K and bringing the position to 303,575 shares worth $6.86M. The position accounts for 0.17% of the portfolio, ranked #40.

SigFig Wealth Management first reported a position in SPHY in Q2 2024 and has held it in 10 quarters since. 18 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

  • SigFig Wealth Management held 303,575 shares of State Street SPDR Portfolio High Yield Bond ETF worth $6.86M as of Q3 2026.
  • SigFig Wealth Management bought 39,963 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $927K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.17% of SigFig Wealth Management's portfolio in Q3 2026, its #40 holding.
  • SigFig Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on SigFig Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.