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Boston Mountain Money Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Boston Mountain Money Management’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
Q3 		$235K Hold
9,753
– – 0.14% 59
2024
Q2 		$227K Buy
9,753
+125
+1% +$2.9K 0.15% 54
2024
Q1 		$226K Buy
+9,628
New +$225K 0.15% 56

Other funds holding SPHY

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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Boston Mountain Money Management's SPHY Position: Q3 2024 in Review

Boston Mountain Money Management held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q3 2024 at 9,753 shares worth $235K. The position accounts for 0.14% of the portfolio, ranked #59.

Boston Mountain Money Management first reported a position in SPHY in Q1 2024 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold SPHY as of Q3 2024.

  • Boston Mountain Money Management held 9,753 shares of State Street SPDR Portfolio High Yield Bond ETF worth $235K as of Q3 2024.
  • Boston Mountain Money Management left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.14% of Boston Mountain Money Management's portfolio in Q3 2024, its #59 holding.
  • Boston Mountain Money Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.