Sound Income Strategies’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Sound Income Strategies’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	$8.67M	Buy	369,907 +68,339	+23%	+$1.6M	0.39%	83
2026 Q1	$7.01M	Buy	301,568 +57,606	+24%	+$1.36M	0.34%	85
2025 Q4	$5.81M	Buy	243,962 +81,990	+51%	+$1.94M	0.27%	96
2025 Q3	$3.84M	Buy	161,972 +62,409	+63%	+$1.48M	0.21%	115
2025 Q2	$2.37M	Buy	99,563 +74,567	+298%	+$1.74M	0.14%	120
2025 Q1	$585K	Buy	+24,996	New	+$591K	0.03%	176

Other funds holding SPHY

LPL Financial San Diego, California $445B AUM 25.58% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sound Income Strategies's SPHY Position: Q2 2026 in Review

Sound Income Strategies increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 23% in Q2 2026, buying an estimated $1.6M and bringing the position to 369,907 shares worth $8.67M. The position accounts for 0.39% of the portfolio, ranked #83.

Sound Income Strategies first reported a position in SPHY in Q1 2025 and has held it in 6 quarters since. 443 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Sound Income Strategies held 369,907 shares of State Street SPDR Portfolio High Yield Bond ETF worth $8.67M as of Q2 2026.
Sound Income Strategies bought 68,339 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $1.6M.
State Street SPDR Portfolio High Yield Bond ETF made up 0.39% of Sound Income Strategies's portfolio in Q2 2026, its #83 holding.
Sound Income Strategies first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2025 and has held it in 6 quarters since.
443 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.