WealthPlan Investment Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

WealthPlan Investment Management’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	$509K	Buy	21,731 +5	+0%	+$117	0.03%	315
2026 Q1	$507K	Sell	21,726 -1,023	-4%	-$24.1K	0.03%	297
2025 Q4	$538K	Sell	22,749 -427	-2%	-$10.1K	0.03%	249
2025 Q3	$555K	Sell	23,176 -11,633	-33%	-$276K	0.04%	218
2025 Q2	$828K	Buy	34,809 +9,387	+37%	+$218K	0.06%	194
2025 Q1	$595K	Sell	25,422 -1,931	-7%	-$45.6K	0.06%	157
2024 Q4	$642K	Buy	27,353 +1,382	+5%	+$32.8K	0.06%	149
2024 Q3	$625K	Buy	+25,971	New	+$613K	0.06%	145
2023 Q1	–	Sell	-31,298	Closed	-$715K	–	555
2022 Q4	$715K	Buy	+31,298	New	+$701K	0.05%	208

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

WealthPlan Investment Management's SPHY Position: Q2 2026 in Review

WealthPlan Investment Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 0.02% in Q2 2026, buying an estimated $117 and bringing the position to 21,731 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #315.

WealthPlan Investment Management first reported a position in SPHY in Q4 2022 and has held it in 9 quarters since. The position peaked at $828K in Q2 2025. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

WealthPlan Investment Management held 21,731 shares of State Street SPDR Portfolio High Yield Bond ETF worth $509K as of Q2 2026.
WealthPlan Investment Management bought 5 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $117.
State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #315 holding.
WealthPlan Investment Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 9 quarters since.
WealthPlan Investment Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $828K in Q2 2025.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.