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

Smith Salley 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 Q1	$4.24M	Buy	+181,746	New	+$4.29M	0.21%	80

Other funds holding SPHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Smith Salley Wealth Management's SPHY Position: Q1 2026 in Review

Smith Salley Wealth Management opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026: 181,746 shares worth $4.24M. The stake represents 0.21% of the portfolio and ranks #80 among its holdings.

525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Smith Salley Wealth Management held 181,746 shares of State Street SPDR Portfolio High Yield Bond ETF worth $4.24M as of Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Smith Salley Wealth Management position in Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.21% of Smith Salley Wealth Management's portfolio in Q1 2026, its #80 holding.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.