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

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

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. 559 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.
559 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.