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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealth Forward LLC's SPHY Position: Q1 2026 in Review

Wealth Forward LLC increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.98% in Q1 2026, buying an estimated $53.4K and bringing the position to 233,513 shares worth $5.45M. The position accounts for 3.07% of the portfolio, ranked #13.

Wealth Forward LLC first reported a position in SPHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.47M in Q4 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

  • Wealth Forward LLC held 233,513 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.45M as of Q1 2026.
  • Wealth Forward LLC bought 2,261 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $53.4K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 3.07% of Wealth Forward LLC's portfolio in Q1 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 3 quarters since.
  • Wealth Forward LLC's State Street SPDR Portfolio High Yield Bond ETF position peaked at $5.47M in Q4 2025.
  • 525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.