Better Money Decisions’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Better Money Decisions’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	–	Sell	-7,146	Closed	-$160K	–	380
2022 Q2	$160K	Buy	+7,146	New	+$170K	0.14%	64
2021 Q4	–	Sell	-7,146	Closed	-$191K	–	496
2021 Q3	$191K	Hold	7,146	–	–	0.16%	69
2021 Q2	$192K	Hold	7,146	–	–	0.17%	67
2021 Q1	$190K	Buy	+7,146	New	+$189K	0.2%	58

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 $1.55T AUM 33.47% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 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

Better Money Decisions's SPHY Position: Q3 2022 in Review

Better Money Decisions sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2022, closing a stake of 7,146 shares — an estimated $160K sold.

Better Money Decisions first reported a position in SPHY in Q1 2021 and held it in 4 quarters. The position peaked at $192K in Q2 2021. 129 funds tracked by Wall St. Rank hold SPHY as of Q3 2022.

Better Money Decisions reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 7,146 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2022, an estimated $160K.
Better Money Decisions first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's State Street SPDR Portfolio High Yield Bond ETF position peaked at $192K in Q2 2021.
129 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.