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 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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return