American Portfolios Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

American Portfolios Advisors’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
2022 Q3	$68.7K	Hold	3,150	–	–	﹤0.01%	1537
2022 Q2	$70.7K	Hold	3,150	–	–	﹤0.01%	1581
2022 Q1	$79.1K	Sell	3,150 -150	-5%	-$3.83K	﹤0.01%	1648
2021 Q4	$87.7K	Sell	3,300 -13,042	-80%	-$346K	﹤0.01%	1576
2021 Q3	$437K	Buy	16,342 +2,662	+19%	+$71.3K	0.02%	764
2021 Q2	$368K	Buy	13,680 +11,380	+495%	+$303K	0.01%	860
2021 Q1	$61.1K	Hold	2,300	–	–	﹤0.01%	1528
2020 Q4	$60.9K	Buy	+2,300	New	+$59.5K	﹤0.01%	1349

Other funds holding SPHY

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

CAI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

American Portfolios Advisors's SPHY Position: Q3 2022 in Review

American Portfolios Advisors held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q3 2022 at 3,150 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

American Portfolios Advisors first reported a position in SPHY in Q4 2020 and has held it in 8 quarters since. The position peaked at $437K in Q3 2021. 129 funds tracked by Wall St. Rank hold SPHY as of Q3 2022.

American Portfolios Advisors held 3,150 shares of State Street SPDR Portfolio High Yield Bond ETF worth $68.7K as of Q3 2022.
American Portfolios Advisors left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q3 2022.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1537 holding.
American Portfolios Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $437K in Q3 2021.
129 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.