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WBH Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

WBH Advisory’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 		$946K Buy
40,339
+3,974
+11% +$93.1K 0.06% 186
2026
Q1 		$845K Buy
36,365
+4,570
+14% +$108K 0.06% 180
2025
Q4 		$753K Buy
31,795
+2,174
+7% +$51.5K 0.06% 193
2025
Q3 		$709K Buy
29,621
+10,573
+56% +$251K 0.05% 198
2025
Q2 		$453K Buy
19,048
+3,672
+24% +$85.5K 0.04% 238
2025
Q1 		$360K Buy
15,376
+5,231
+52% +$124K 0.03% 247
2024
Q4 		$238K Buy
+10,145
New +$241K 0.02% 293

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

WBH Advisory's SPHY Position: Q2 2026 in Review

WBH Advisory increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 11% in Q2 2026, buying an estimated $93.1K and bringing the position to 40,339 shares worth $946K. The position accounts for 0.06% of the portfolio, ranked #186.

WBH Advisory first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. 401 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • WBH Advisory held 40,339 shares of State Street SPDR Portfolio High Yield Bond ETF worth $946K as of Q2 2026.
  • WBH Advisory bought 3,974 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $93.1K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of WBH Advisory's portfolio in Q2 2026, its #186 holding.
  • WBH Advisory first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 401 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.