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 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 $1.37T AUM 24.88% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Triad Wealth Partners's SPHY Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2026: 11,353 shares worth $265K. The stake represents 0.02% of the portfolio and ranks #417 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in SPHY as recently as Q3 2025.

Triad Wealth Partners first reported a position in SPHY in Q2 2024 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

Triad Wealth Partners held 11,353 shares of State Street SPDR Portfolio High Yield Bond ETF worth $265K as of Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF was a new Triad Wealth Partners position in Q1 2026.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #417 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 3 quarters since.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.