Wealth Enhancement Advisory Services
SPHY icon

Wealth Enhancement Advisory Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.28M Buy
226,448
+8,744
+4% +$205K 0.01% 973
2026
Q1 		$5.07M Sell
217,704
-29,290
-12% -$691K 0.01% 894
2025
Q4 		$5.87M Sell
246,994
-5,959
-2% -$141K 0.01% 942
2025
Q3 		$6.02M Buy
252,953
+14,716
+6% +$349K 0.01% 861
2025
Q2 		$5.64M Buy
238,237
+5,538
+2% +$129K 0.01% 850
2025
Q1 		$5.45M Buy
232,699
+11,887
+5% +$281K 0.01% 801
2024
Q4 		$5.18M Buy
220,812
+132,166
+149% +$3.14M 0.01% 787
2024
Q3 		$2.13M Buy
88,646
+9,284
+12% +$219K ﹤0.01% 1012
2024
Q2 		$1.84M Buy
79,362
+8,174
+11% +$189K ﹤0.01% 1017
2024
Q1 		$1.67M Sell
71,188
-16,242
-19% -$379K ﹤0.01% 1016
2023
Q4 		$2.04M Buy
+87,430
New +$1.98M 0.01% 885

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

Wealth Enhancement Advisory Services's SPHY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 4% in Q2 2026, buying an estimated $205K and bringing the position to 226,448 shares worth $5.28M. The position accounts for 0.01% of the portfolio, ranked #973.

Wealth Enhancement Advisory Services first reported a position in SPHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.02M in Q3 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 226,448 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.28M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,744 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $205K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #973 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $6.02M in Q3 2025.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.