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

Sound Stewardship’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	$2.43M	Buy	107,586 +3,084	+3%	+$71.5K	0.99%	21
2026 Q2	$2.45M	Buy	104,502 +6,725	+7%	+$158K	1.01%	21
2026 Q1	$2.28M	Buy	97,777 +3,951	+4%	+$93.2K	1.04%	22
2025 Q4	$2.22M	Buy	93,826 +3,317	+4%	+$78.6K	1.06%	21
2025 Q3	$2.17M	Buy	90,509 +4,043	+5%	+$96K	1.04%	21
2025 Q2	$2.06M	Buy	86,466 +3,713	+4%	+$86.4K	1.06%	21
2025 Q1	$1.94M	Buy	82,753 +67	+0.1%	+$1.58K	1.1%	21
2024 Q4	$1.94M	Buy	82,686 +4,868	+6%	+$115K	1.15%	20
2024 Q3	$1.87M	Buy	77,818 +3,895	+5%	+$91.9K	1.05%	21
2024 Q2	$1.72M	Buy	73,923 +6,651	+10%	+$154K	1.04%	22
2024 Q1	$1.58M	Buy	+67,272	New	+$1.57M	0.96%	23

Other funds holding SPHY

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

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Sound Stewardship's SPHY Position: Q3 2026 in Review

Sound Stewardship increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 3% in Q3 2026, buying an estimated $71.5K and bringing the position to 107,586 shares worth $2.43M. The position accounts for 0.99% of the portfolio, ranked #21.

Sound Stewardship first reported a position in SPHY in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.45M in Q2 2026. 56 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Sound Stewardship held 107,586 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.43M as of Q3 2026.
Sound Stewardship bought 3,084 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $71.5K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.99% of Sound Stewardship's portfolio in Q3 2026, its #21 holding.
Sound Stewardship first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 11 quarters since.
Sound Stewardship's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.45M in Q2 2026.
56 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.