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

Anchor Pointe Wealth 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
2024
Q4 		$655K Buy
+27,897
New +$662K 0.85% 35

Other funds holding SPHY

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Anchor Pointe Wealth Management's SPHY Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2024: 27,897 shares worth $655K. The stake represents 0.85% of the portfolio and ranks #35 among its holdings.

437 funds tracked by Wall St. Rank hold SPHY as of Q4 2024.

  • Anchor Pointe Wealth Management held 27,897 shares of State Street SPDR Portfolio High Yield Bond ETF worth $655K as of Q4 2024.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.85% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #35 holding.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.