Ahrens Investment Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$53.8K	Buy	+2,339	New	+$53.3K	0.03%	310
2022 Q3	–	Sell	-1,244	Closed	-$28K	–	789
2022 Q2	$28K	Buy	1,244 +445	+56%	+$10.6K	0.01%	440
2022 Q1	$20K	Hold	799	–	–	0.01%	584
2021 Q4	$21K	Buy	+799	New	+$21.2K	0.01%	571

Other funds holding SPHY

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

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

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Ahrens Investment Partners's SPHY Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2023: 2,339 shares worth $53.8K. The stake represents 0.03% of the portfolio and ranks #310 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SPHY as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SPHY in Q4 2021 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold SPHY as of Q1 2023.

Ahrens Investment Partners held 2,339 shares of State Street SPDR Portfolio High Yield Bond ETF worth $53.8K as of Q1 2023.
State Street SPDR Portfolio High Yield Bond ETF was a new Ahrens Investment Partners position in Q1 2023.
State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #310 holding.
Ahrens Investment Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and has held it in 4 quarters since.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.