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Capstone Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Capstone Financial Group’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
2020
Q3 		– Sell
-1,941
Closed -$48K – 171
2020
Q2 		$48K Hold
1,941
– – 0.04% 123
2020
Q1 		$44K Sell
1,941
-170
-8% -$4.3K 0.05% 116
2019
Q4 		$56K Buy
+2,111
New +$55K 0.05% 118

Other funds holding SPHY

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Capstone Financial Group's SPHY Position: Q3 2020 in Review

Capstone Financial Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2020, closing a stake of 1,941 shares — an estimated $48K sold.

Capstone Financial Group first reported a position in SPHY in Q4 2019 and held it in 3 quarters. The position peaked at $56K in Q4 2019. 44 funds tracked by Wall St. Rank hold SPHY as of Q3 2020.

  • Capstone Financial Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Capstone Financial Group sold 1,941 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2020, an estimated $48K.
  • Capstone Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2019 and held it in 3 quarters.
  • Capstone Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $56K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.