Veery Capital’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Veery Capital’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	$2.74M	Buy	117,080 +4,466	+4%	+$105K	0.74%	18
2026 Q1	$2.63M	Buy	112,614 +711	+0.6%	+$16.8K	0.81%	18
2025 Q4	$2.65M	Buy	111,903 +1,336	+1%	+$31.7K	0.81%	17
2025 Q3	$2.65M	Buy	110,567 +5,969	+6%	+$142K	0.84%	17
2025 Q2	$2.49M	Buy	104,598 +4,906	+5%	+$114K	0.86%	18
2025 Q1	$2.33M	Buy	99,692 +719	+0.7%	+$17K	0.91%	16
2024 Q4	$2.32M	Buy	98,973 +15,029	+18%	+$357K	0.89%	17
2024 Q3	$2.02M	Buy	+83,944	New	+$1.98M	0.76%	23

Other funds holding SPHY

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return