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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America

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

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return