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Western Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Western Wealth 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 		$1.27M Buy
54,030
+29,131
+117% +$683K 0.04% 413
2026
Q1 		$581K Buy
24,899
+10,781
+76% +$254K 0.02% 600
2025
Q4 		$334K Sell
14,118
-1,742
-11% -$41.3K 0.02% 628
2025
Q3 		$380K Buy
15,860
+197
+1% +$4.68K 0.02% 520
2025
Q2 		$373K Sell
15,663
-4,460
-22% -$104K 0.02% 499
2025
Q1 		$471K Sell
20,123
-589
-3% -$13.9K 0.03% 411
2024
Q4 		$486K Sell
20,712
-1,005
-5% -$23.8K 0.03% 470
2024
Q3 		$522K Sell
21,717
-24
-0.1% -$566 0.03% 453
2024
Q2 		$505K Sell
21,741
-119
-0.5% -$2.76K 0.04% 369
2024
Q1 		$513K Buy
21,860
+1,284
+6% +$30K 0.04% 361
2023
Q4 		$481K Sell
20,576
-1,345
-6% -$30.4K 0.03% 425
2023
Q3 		$491K Sell
21,921
-2,536
-10% -$57.6K 0.04% 392
2023
Q2 		$559K Buy
24,457
+1,578
+7% +$35.8K 0.05% 353
2023
Q1 		$526K Buy
22,879
+5,593
+32% +$127K 0.05% 354
2022
Q4 		$386K Sell
17,286
-6,857
-28% -$153K 0.04% 400
2022
Q3 		$521K Buy
24,143
+8,137
+51% +$187K 0.03% 468
2022
Q2 		$359K Buy
+16,006
New +$381K 0.02% 557

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
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

Western Wealth Management's SPHY Position: Q2 2026 in Review

Western Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 117% in Q2 2026, buying an estimated $683K and bringing the position to 54,030 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #413.

Western Wealth Management first reported a position in SPHY in Q2 2022 and has held it in 17 quarters since. 557 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • Western Wealth Management held 54,030 shares of State Street SPDR Portfolio High Yield Bond ETF worth $1.27M as of Q2 2026.
  • Western Wealth Management bought 29,131 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $683K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Western Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.