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

Winebrenner 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
Q3 		$954K Buy
42,213
+4,635
+12% +$107K 0.61% 44
2026
Q2 		$881K Buy
37,578
+676
+2% +$15.8K 0.54% 57
2026
Q1 		$861K Buy
36,902
+1,686
+5% +$39.8K 0.55% 55
2025
Q4 		$834K Buy
+35,216
New +$835K 0.56% 54

Other funds holding SPHY

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return

Winebrenner Capital Management's SPHY Position: Q3 2026 in Review

Winebrenner Capital Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 12% in Q3 2026, buying an estimated $107K and bringing the position to 42,213 shares worth $954K. The position accounts for 0.61% of the portfolio, ranked #44.

Winebrenner Capital Management first reported a position in SPHY in Q4 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold SPHY as of Q3 2026.

  • Winebrenner Capital Management held 42,213 shares of State Street SPDR Portfolio High Yield Bond ETF worth $954K as of Q3 2026.
  • Winebrenner Capital Management bought 4,635 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2026, an estimated $107K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.61% of Winebrenner Capital Management's portfolio in Q3 2026, its #44 holding.
  • Winebrenner Capital Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.