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Beaumont Financial Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Beaumont Financial 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
2023
Q1 		– Sell
-36,325
Closed -$812K – 337
2022
Q4 		$812K Buy
+36,325
New +$813K 0.08% 142

Other funds holding SPHY

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Beaumont Financial Advisors's SPHY Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2023, closing a stake of 36,325 shares — an estimated $812K sold.

Beaumont Financial Advisors first reported a position in SPHY in Q4 2022 and held it in 1 quarter. The position peaked at $812K in Q4 2022. 167 funds tracked by Wall St. Rank hold SPHY as of Q1 2023.

  • Beaumont Financial Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 36,325 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2023, an estimated $812K.
  • Beaumont Financial Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and held it in 1 quarter.
  • Beaumont Financial Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $812K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.