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B. Riley Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

B. Riley Wealth 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
2024
Q4 		$321K Sell
13,665
-26,317
-66% -$624K 0.01% 847
2024
Q3 		$960K Buy
39,982
+9,788
+32% +$231K 0.03% 509
2024
Q2 		$701K Buy
30,194
+10,441
+53% +$242K 0.02% 668
2024
Q1 		$443K Sell
19,753
-13,888
-41% -$324K 0.01% 857
2023
Q4 		$787K Buy
33,641
+13,888
+70% +$314K 0.02% 603
2023
Q3 		$443K Buy
+19,753
New +$449K 0.01% 857
2023
Q2 		– Sell
-21,319
Closed -$490K – 1638
2023
Q1 		$490K Buy
+21,319
New +$486K 0.01% 808

Other funds holding SPHY

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $431B AUM 30.22% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return