Wealth Forward LLC’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Wealth Forward LLC’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 Q3	$2.41M	Sell	106,896 -127,419	-54%	-$2.95M	1.09%	20
2026 Q2	$5.49M	Buy	234,315 +802	+0.3%	+$18.8K	2.74%	13
2026 Q1	$5.45M	Buy	233,513 +2,261	+1%	+$53.4K	3.07%	13
2025 Q4	$5.47M	Buy	231,252 +3,717	+2%	+$88.1K	3.09%	13
2025 Q3	$5.45M	Buy	+227,535	New	+$5.4M	3.16%	13

Other funds holding SPHY

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

Wealth Forward LLC's SPHY Position: Q3 2026 in Review

Wealth Forward LLC reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 54% in Q3 2026, selling an estimated $2.95M and leaving 106,896 shares worth $2.41M. The position accounts for 1.09% of the portfolio, ranked #20.

Wealth Forward LLC first reported a position in SPHY in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.49M in Q2 2026. 161 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

Wealth Forward LLC held 106,896 shares of State Street SPDR Portfolio High Yield Bond ETF worth $2.41M as of Q3 2026.
Wealth Forward LLC sold 127,419 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $2.95M.
State Street SPDR Portfolio High Yield Bond ETF made up 1.09% of Wealth Forward LLC's portfolio in Q3 2026, its #20 holding.
Wealth Forward LLC first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2025 and has held it in 5 quarters since.
Wealth Forward LLC's State Street SPDR Portfolio High Yield Bond ETF position peaked at $5.49M in Q2 2026.
161 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.