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

Advocacy Wealth Management Services’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
2016 Q4	–	Sell	-11,135	Closed	-$297K	–	377
2016 Q3	$297K	Sell	11,135 -1,244	-10%	-$32.8K	0.12%	41
2016 Q2	$319K	Buy	12,379 +5,510	+80%	+$140K	0.16%	52
2016 Q1	$173K	Buy	+6,869	New	+$167K	0.12%	99

Other funds holding SPHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Advocacy Wealth Management Services's SPHY Position: Q4 2016 in Review

Advocacy Wealth Management Services sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2016, closing a stake of 11,135 shares — an estimated $297K sold.

Advocacy Wealth Management Services first reported a position in SPHY in Q1 2016 and held it in 3 quarters. The position peaked at $319K in Q2 2016. 17 funds tracked by Wall St. Rank hold SPHY as of Q4 2016.

Advocacy Wealth Management Services reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2016 after selling out during the quarter.
Advocacy Wealth Management Services sold 11,135 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2016, an estimated $297K.
Advocacy Wealth Management Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2016 and held it in 3 quarters.
Advocacy Wealth Management Services's State Street SPDR Portfolio High Yield Bond ETF position peaked at $319K in Q2 2016.
17 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2016, filed 27 Jan 2017.