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WCG Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

WCG Wealth Advisors’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 		$11.9M Buy
506,929
+87,123
+21% +$2.04M 0.28% 91
2026
Q1 		$9.79M Buy
419,806
+22,098
+6% +$521K 0.27% 93
2025
Q4 		$9.41M Buy
397,708
+338,612
+573% +$8.03M 0.26% 93
2025
Q3 		$1.41M Buy
59,096
+5,127
+9% +$122K 0.09% 190
2025
Q2 		$1.28M Sell
53,969
-3,076
-5% -$71.6K 0.08% 197
2025
Q1 		$1.34M Buy
57,045
+6,449
+13% +$152K 0.1% 175
2024
Q4 		$1.19M Sell
50,596
-181
-0.4% -$4.29K 0.08% 195
2024
Q3 		$1.22M Buy
50,777
+325
+0.6% +$7.67K 0.08% 205
2024
Q2 		$1.17M Buy
50,452
+9,760
+24% +$226K 0.09% 184
2024
Q1 		$955K Buy
40,692
+22
+0.1% +$514 0.08% 184
2023
Q4 		$951K Sell
40,670
-14,524
-26% -$328K 0.07% 208
2023
Q3 		$1.26M Buy
55,194
+457
+0.8% +$10.4K 0.09% 176
2023
Q2 		$1.25M Sell
54,737
-855
-2% -$19.4K 0.15% 100
2023
Q1 		$1.28M Buy
55,592
+19,151
+53% +$436K 0.16% 97
2022
Q4 		$814K Buy
36,441
+15,962
+78% +$357K 0.11% 118
2022
Q3 		$447K Buy
20,479
+445
+2% +$10.2K 0.06% 195
2022
Q2 		$450K Buy
+20,034
New +$476K 0.06% 180

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

WCG Wealth Advisors's SPHY Position: Q2 2026 in Review

WCG Wealth Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 21% in Q2 2026, buying an estimated $2.04M and bringing the position to 506,929 shares worth $11.9M. The position accounts for 0.28% of the portfolio, ranked #91.

WCG Wealth Advisors first reported a position in SPHY in Q2 2022 and has held it in 17 quarters since. 559 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • WCG Wealth Advisors held 506,929 shares of State Street SPDR Portfolio High Yield Bond ETF worth $11.9M as of Q2 2026.
  • WCG Wealth Advisors bought 87,123 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $2.04M.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.28% of WCG Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • WCG Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.