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

Simplicity Wealth’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	$6.53M	Buy	278,790 +247,354	+787%	+$5.8M	0.22%	106
2026 Q1	$733K	Buy	31,436 +10,966	+54%	+$259K	0.04%	362
2025 Q4	$485K	Sell	20,470 -39,092	-66%	-$927K	0.03%	440
2025 Q3	$1.43M	Sell	59,562 -24,958	-30%	-$593K	0.08%	231
2025 Q2	$2.01M	Buy	84,520 +38,012	+82%	+$885K	0.08%	215
2025 Q1	$1.09M	Sell	46,508 -24,651	-35%	-$583K	0.08%	242
2024 Q4	$1.67M	Sell	71,159 -12,458	-15%	-$296K	0.35%	52
2024 Q3	$2.01M	Buy	83,617 +6,342	+8%	+$150K	0.19%	112
2024 Q2	$1.8M	Buy	77,275 +10,271	+15%	+$238K	0.04%	371
2024 Q1	$1.57M	Buy	67,004 +51,253	+325%	+$1.2M	0.04%	402
2023 Q4	$368K	Buy	+15,751	New	+$356K	0.14%	123

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

Simplicity Wealth's SPHY Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 787% in Q2 2026, buying an estimated $5.8M and bringing the position to 278,790 shares worth $6.53M. The position accounts for 0.22% of the portfolio, ranked #106.

Simplicity Wealth first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Simplicity Wealth held 278,790 shares of State Street SPDR Portfolio High Yield Bond ETF worth $6.53M as of Q2 2026.
Simplicity Wealth bought 247,354 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $5.8M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.22% of Simplicity Wealth's portfolio in Q2 2026, its #106 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.