ACK
SPHY icon

Andrew C. Karlinski’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Andrew C. Karlinski’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
Q4 		– Sell
-10,831
Closed -$236K – 197
2022
Q3 		$236K Sell
10,831
-3,811
-26% -$87.7K 0.36% 50
2022
Q2 		$329K Buy
+14,642
New +$348K 0.48% 43

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Andrew C. Karlinski's SPHY Position: Q4 2022 in Review

Andrew C. Karlinski sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2022, closing a stake of 10,831 shares — an estimated $236K sold.

Andrew C. Karlinski first reported a position in SPHY in Q2 2022 and held it in 2 quarters. The position peaked at $329K in Q2 2022. 157 funds tracked by Wall St. Rank hold SPHY as of Q4 2022.

  • Andrew C. Karlinski reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 10,831 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2022, an estimated $236K.
  • Andrew C. Karlinski first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and held it in 2 quarters.
  • Andrew C. Karlinski's State Street SPDR Portfolio High Yield Bond ETF position peaked at $329K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.