Wealthcare Advisory Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Wealthcare Advisory Partners’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	$375K	Sell	15,996 -2,056	-11%	-$48.2K	0.01%	798
2026 Q1	$421K	Buy	18,052 +1,869	+12%	+$44.1K	0.01%	759
2025 Q4	$383K	Sell	16,183 -3,565	-18%	-$84.5K	0.01%	780
2025 Q3	$473K	Buy	19,748 +8,743	+79%	+$208K	0.01%	697
2025 Q2	$262K	Sell	11,005 -64,469	-85%	-$1.5M	0.01%	840
2025 Q1	$1.77M	Buy	75,474 +563	+0.8%	+$13.3K	0.05%	311
2024 Q4	$1.76M	Buy	74,911 +781	+1%	+$18.5K	0.05%	297
2024 Q3	$1.78M	Buy	+74,130	New	+$1.75M	0.05%	291
2023 Q2	–	Sell	-22,715	Closed	-$522K	–	760
2023 Q1	$522K	Buy	22,715 +4,540	+25%	+$103K	0.02%	447
2022 Q4	$406K	Buy	18,175 +4,804	+36%	+$108K	0.02%	466
2022 Q3	$292K	Buy	13,371 +3,923	+42%	+$90.3K	0.02%	491
2022 Q2	$212K	Buy	+9,448	New	+$225K	0.01%	518
2022 Q1	–	Sell	-31,337	Closed	-$833K	–	589
2021 Q4	$833K	Buy	31,337 +637	+2%	+$16.9K	0.05%	227
2021 Q3	$822K	Buy	30,700 +17,660	+135%	+$473K	0.05%	218
2021 Q2	$351K	Buy	13,040 +9,124	+233%	+$243K	0.02%	388
2021 Q1	$104K	Buy	+3,916	New	+$104K	0.01%	656

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

Wealthcare Advisory Partners's SPHY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 11% in Q2 2026, selling an estimated $48.2K and leaving 15,996 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #798.

Wealthcare Advisory Partners first reported a position in SPHY in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.78M in Q3 2024. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Wealthcare Advisory Partners held 15,996 shares of State Street SPDR Portfolio High Yield Bond ETF worth $375K as of Q2 2026.
Wealthcare Advisory Partners sold 2,056 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $48.2K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #798 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2021 and has held it in 16 quarters since.
Wealthcare Advisory Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.78M in Q3 2024.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.