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 Q2	$488K	Buy	20,822 +6,014	+41%	+$141K	0.32%	54
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 $1.55T 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

WealthTrak Capital Management's SPHY Position: Q2 2026 in Review

WealthTrak Capital Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 41% in Q2 2026, buying an estimated $141K and bringing the position to 20,822 shares worth $488K. The position accounts for 0.32% of the portfolio, ranked #54.

WealthTrak Capital Management first reported a position in SPHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q2 2025. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

WealthTrak Capital Management held 20,822 shares of State Street SPDR Portfolio High Yield Bond ETF worth $488K as of Q2 2026.
WealthTrak Capital Management bought 6,014 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $141K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.32% of WealthTrak Capital Management's portfolio in Q2 2026, its #54 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 7 quarters since.
WealthTrak Capital Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.17M in Q2 2025.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.