Spire Wealth Management’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Spire Wealth Management’s Portfolio HYGV Stock Details HYGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Buy	6,169 +846	+16%	+$34.1K	0.01%	726
2026 Q1	$213K	Sell	5,323 -702	-12%	-$28.5K	0.01%	757
2025 Q4	$245K	Buy	6,025 +388	+7%	+$15.8K	0.01%	743
2025 Q3	$232K	Sell	5,637 -1,219	-18%	-$49.8K	0.01%	743
2025 Q2	$281K	Buy	6,856 +2,291	+50%	+$91.7K	0.01%	675
2025 Q1	$184K	Buy	4,565 +205	+5%	+$8.38K	0.01%	839
2024 Q4	$177K	Buy	4,360 +14	+0.3%	+$576	0.01%	856
2024 Q3	$181K	Sell	4,346 -110	-2%	-$4.51K	0.01%	755
2024 Q2	$180K	Buy	4,456 +4,424	+13,825%	+$179K	0.01%	738
2024 Q1	$1.32K	Buy	+32	New	+$1.31K	﹤0.01%	2166

Other funds holding HYGV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Spire Wealth Management's HYGV Position: Q2 2026 in Review

Spire Wealth Management increased its Northern Trust High Yield Value-Scored Bond ETF (HYGV) stake by 16% in Q2 2026, buying an estimated $34.1K and bringing the position to 6,169 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #726.

Spire Wealth Management first reported a position in HYGV in Q1 2024 and has held it in 10 quarters since. The position peaked at $281K in Q2 2025. 114 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

Spire Wealth Management held 6,169 shares of Northern Trust High Yield Value-Scored Bond ETF worth $248K as of Q2 2026.
Spire Wealth Management bought 846 Northern Trust High Yield Value-Scored Bond ETF shares in Q2 2026, an estimated $34.1K.
Northern Trust High Yield Value-Scored Bond ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #726 holding.
Spire Wealth Management first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q1 2024 and has held it in 10 quarters since.
Spire Wealth Management's Northern Trust High Yield Value-Scored Bond ETF position peaked at $281K in Q2 2025.
114 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.