WFA of San Diego’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

WFA of San Diego’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	–	Sell	-4,624	Closed	-$108K	–	335
2026 Q1	$108K	Hold	4,624	–	–	0.09%	126
2025 Q4	$109K	Hold	4,624	–	–	0.08%	132
2025 Q3	$111K	Hold	4,624	–	–	0.08%	135
2025 Q2	$110K	Buy	+4,624	New	+$108K	0.08%	130
2024 Q3	$130K	Hold	5,393	–	–	0.11%	111
2024 Q2	$125K	Buy	+5,393	New	+$125K	0.11%	110
2023 Q3	$121K	Sell	5,393 -833	-13%	-$18.9K	0.13%	100
2023 Q2	$142K	Buy	+6,226	New	+$141K	0.14%	93
2023 Q1	–	Sell	-7,015	Closed	-$157K	–	374
2022 Q4	$157K	Buy	+7,015	New	+$157K	0.12%	101
2022 Q3	–	Sell	-7,190	Closed	-$161K	–	351
2022 Q2	$161K	Buy	+7,190	New	+$171K	0.14%	92
2022 Q1	–	Sell	-6,705	Closed	-$178K	–	151
2021 Q4	$178K	Buy	+6,705	New	+$178K	0.1%	122

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

WFA of San Diego's SPHY Position: Q2 2026 in Review

WFA of San Diego sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2026, closing a stake of 4,624 shares — an estimated $108K sold.

WFA of San Diego first reported a position in SPHY in Q4 2021 and held it in 11 quarters. The position peaked at $178K in Q4 2021. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

WFA of San Diego reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 4,624 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $108K.
WFA of San Diego first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and held it in 11 quarters.
WFA of San Diego's State Street SPDR Portfolio High Yield Bond ETF position peaked at $178K in Q4 2021.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.