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 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

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

Wealth Forward LLC's SPHY Position: Q2 2026 in Review

Wealth Forward LLC increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.34% in Q2 2026, buying an estimated $18.8K and bringing the position to 234,315 shares worth $5.49M. The position accounts for 2.74% of the portfolio, ranked #13.

Wealth Forward LLC first reported a position in SPHY in Q3 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Wealth Forward LLC held 234,315 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.49M as of Q2 2026.
Wealth Forward LLC bought 802 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $18.8K.
State Street SPDR Portfolio High Yield Bond ETF made up 2.74% of Wealth Forward LLC's portfolio in Q2 2026, its #13 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 4 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.