Triad Wealth Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Triad Wealth Partners’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	$348K	Buy	15,002 +3,649	+32%	+$85.5K	0.02%	404
2026 Q1	$265K	Buy	+11,353	New	+$268K	0.02%	417
2025 Q4	–	Sell	-9,633	Closed	-$231K	–	478
2025 Q3	$231K	Buy	+9,633	New	+$229K	0.03%	338
2024 Q3	–	Sell	-398	Closed	-$9.25K	–	779
2024 Q2	$9.25K	Buy	+398	New	+$9.22K	﹤0.01%	462

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

Triad Wealth Partners's SPHY Position: Q2 2026 in Review

Triad Wealth Partners increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 32% in Q2 2026, buying an estimated $85.5K and bringing the position to 15,002 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #404.

Triad Wealth Partners first reported a position in SPHY in Q2 2024 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Triad Wealth Partners held 15,002 shares of State Street SPDR Portfolio High Yield Bond ETF worth $348K as of Q2 2026.
Triad Wealth Partners bought 3,649 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $85.5K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #404 holding.
Triad Wealth Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 4 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.