WealthTrak Capital Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

WealthTrak Capital 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 Q1	$345K	Buy	14,808 +4,856	+49%	+$115K	0.25%	63
2025 Q4	$236K	Sell	9,952 -19,091	-66%	-$453K	0.17%	69
2025 Q3	$695K	Sell	29,043 -20,034	-41%	-$476K	0.57%	46
2025 Q2	$1.17M	Buy	49,077 +46,242	+1,631%	+$1.08M	0.98%	31
2025 Q1	$66.4K	Sell	2,835 -36,242	-93%	-$856K	0.06%	91
2024 Q4	$917K	Buy	+39,077	New	+$927K	0.78%	34

Other funds holding SPHY

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WealthTrak Capital Management's SPHY Position: Q1 2026 in Review

WealthTrak Capital Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 49% in Q1 2026, buying an estimated $115K and bringing the position to 14,808 shares worth $345K. The position accounts for 0.25% of the portfolio, ranked #63.

WealthTrak Capital Management first reported a position in SPHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q2 2025. 525 funds tracked by Wall St. Rank hold SPHY as of Q1 2026.

WealthTrak Capital Management held 14,808 shares of State Street SPDR Portfolio High Yield Bond ETF worth $345K as of Q1 2026.
WealthTrak Capital Management bought 4,856 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2026, an estimated $115K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.25% of WealthTrak Capital Management's portfolio in Q1 2026, its #63 holding.
WealthTrak Capital Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.17M in Q2 2025.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.