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

Spire 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
Q2 		– Sell
-1,801
Closed -$42K – 2366
2026
Q1 		$42K Hold
1,801
– – ﹤0.01% 1215
2025
Q4 		$42.6K Sell
1,801
-10,185
-85% -$241K ﹤0.01% 1233
2025
Q3 		$287K Sell
11,986
-7,220
-38% -$171K 0.01% 686
2025
Q2 		$457K Hold
19,206
– – 0.02% 531
2025
Q1 		$450K Sell
19,206
-400
-2% -$9.45K 0.01% 594
2024
Q4 		$460K Buy
19,606
+4,315
+28% +$102K 0.01% 566
2024
Q3 		$368K Buy
15,291
+8,435
+123% +$199K 0.01% 593
2024
Q2 		$159K Buy
6,856
+1,075
+19% +$24.9K 0.01% 768
2024
Q1 		$136K Buy
5,781
+3,980
+221% +$92.9K ﹤0.01% 901
2023
Q4 		$42K Hold
1,801
– – ﹤0.01% 1270
2023
Q3 		$40.4K Hold
1,801
– – ﹤0.01% 1239
2023
Q2 		$41.1K Hold
1,801
– – ﹤0.01% 1281
2023
Q1 		$41.4K Hold
1,801
– – ﹤0.01% 1277
2022
Q4 		$40K Hold
1,801
– – ﹤0.01% 1065
2022
Q3 		$39K Hold
1,801
– – ﹤0.01% 1049
2022
Q2 		$40K Buy
1,801
+17
+1% +$404 ﹤0.01% 1384
2022
Q1 		$45K Buy
1,784
+15
+0.8% +$383 ﹤0.01% 1489
2021
Q4 		$47K Buy
1,769
+29
+2% +$769 ﹤0.01% 1769
2021
Q3 		$47K Buy
1,740
+21
+1% +$563 ﹤0.01% 1503
2021
Q2 		$46K Buy
1,719
+22
+1% +$586 ﹤0.01% 1518
2021
Q1 		$45K Buy
+1,697
New +$45K ﹤0.01% 1779

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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

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

Spire Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 1,801 shares — an estimated $42K sold.

Spire Wealth Management first reported a position in SPHY in Q1 2021 and held it in 21 quarters. The position peaked at $460K in Q4 2024. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Spire Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,801 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $42K.
  • Spire Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $460K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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