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 $376B AUM 19.32% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.03B AUM 12.7% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return