Morton Brown Family Wealth, LLC SPHY — SPDR PORTFOLIO HIGH YIELD BOND ETF

Ownership history in Morton Brown Family Wealth, LLC  ·  7 quarters on record

AI Ownership Summary

Morton Brown Family Wealth, LLC reported SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.1% in 2026 Q3. The latest visible filing shows SPHY at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morton Brown Family Wealth, LLC's position in SPDR PORTFOLIO HIGH YIELD BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SPHY was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPHY stock page Morton Brown Family Wealth, LLC fund profile Morton Brown Family Wealth, LLC full holdings
How Morton Brown Family Wealth, LLC held SPHY — position size vs. price
% of Fund (quarterly)    SPHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 19,910 +10,972 +122.8% 0.10% $450K 2026-10-23 $22.49
2026 Q2 ADDED — — — 8,938 +156 +1.8% 0.05% $210K 2026-07-21 $22.90
2026 Q1 ADDED — — — 8,782 +102 +1.2% 0.05% $205K 2026-04-21 $22.72
2025 Q4 ADDED — — — 8,680 +1,242 +16.7% 0.06% $205K 2026-01-28 $22.57
2025 Q3 ADDED — — — 7,438 +2,238 +43.0% 0.05% $178K 2025-10-21 $22.16
2025 Q2 ADDED — — — 5,200 +98 +1.9% 0.04% $124K 2025-07-24 $21.68
2025 Q1 INITIATED — — — 5,102 — — 0.04% $119K 2025-04-25 $20.92

🏢 Other funds also holding SPHY

As of 2026 Q3 — sorted by position size

CORNERSTONE ENTERPRISES, LLC 13.43% ACUTE INVESTMENT ADVISORY, LLC 3Y 8.53% Ocean Park Asset Management, LLC 3Y 7.82% Strategic Financial Group, LLC 6.47% Iowa State Bank 3Y 7Y 5.86% Asset Allocation & Management Company, LLC 3Y 5.66% Financial Futures Ltd Liability Co. 3Y 5.51% Carolina Wealth Advisors, LLC 3Y 3.85% VERUS WEALTH MANAGEMENT, LLC 2.64% K2 Financial Inc. 2.45%

FAQ About Morton Brown Family Wealth, LLC and SPHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morton Brown Family Wealth, LLC reported owning SPHY?

Morton Brown Family Wealth, LLC reported SPHY across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported SPHY position in Morton Brown Family Wealth, LLC's portfolio?

The largest reported portfolio weight for SPHY was 0.10% in 2026 Q3.

What is the latest reported SPHY position on this page?

The most recent filing on this page is 2026 Q3, when Morton Brown Family Wealth, LLC reported 19,910 shares, equal to 0.10% of portfolio, with an estimated market value of $450K.

What does the chart on this SPHY ownership page compare?

The chart compares Morton Brown Family Wealth, LLC's quarterly SPHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Morton Brown Family Wealth, LLC time their SPHY position?

Based on 13F filing dates vs. subsequent SPHY price moves, Morton Brown Family Wealth, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on SPHY relative to SPY over the holding period was -16.3%.

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