Stonehaven Wealth & Tax Solutions’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$437K	Buy	18,629 +722	+4%	+$16.9K	0.35%	53
2026 Q1	$418K	Buy	17,907 +845	+5%	+$19.9K	0.37%	47
2025 Q4	$404K	Buy	17,062 +1,527	+10%	+$36.2K	0.36%	46
2025 Q3	$372K	Buy	15,535 +260	+2%	+$6.17K	0.34%	47
2025 Q2	$364K	Buy	15,275 +1,762	+13%	+$41K	0.35%	46
2025 Q1	$316K	Sell	13,513 -4,138	-23%	-$97.8K	0.33%	48
2024 Q4	$414K	Buy	+17,651	New	+$419K	0.45%	49

Other funds holding SPHY

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Stonehaven Wealth & Tax Solutions's SPHY Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 4% in Q2 2026, buying an estimated $16.9K and bringing the position to 18,629 shares worth $437K. The position accounts for 0.35% of the portfolio, ranked #53.

Stonehaven Wealth & Tax Solutions first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 18,629 shares of State Street SPDR Portfolio High Yield Bond ETF worth $437K as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 722 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $16.9K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.35% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #53 holding.
Stonehaven Wealth & Tax Solutions first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.