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Castleview Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Castleview Partners’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
Q4 		– Sell
-1,167
Closed -$28.1K – 615
2024
Q3 		$28.1K Sell
1,167
-17
-1% -$401 0.02% 403
2024
Q2 		$27.5K Buy
1,184
+444
+60% +$10.3K 0.02% 401
2024
Q1 		$17.4K Buy
740
+699
+1,705% +$16.3K 0.01% 480
2023
Q4 		$959 Buy
41
+33
+413% +$746 ﹤0.01% 772
2023
Q3 		$179 Hold
8
– – ﹤0.01% 657
2023
Q2 		$183 Hold
8
– – ﹤0.01% 677
2023
Q1 		$184 Hold
8
– – ﹤0.01% 660
2022
Q4 		$178 Hold
8
– – ﹤0.01% 618
2022
Q3 		$0 Sell
8
-903
-99% -$20.8K ﹤0.01% 743
2022
Q2 		$82.7K Buy
911
+907
+22,675% +$21.6K 0.07% 233
2022
Q1 		$0 Sell
4
-102
-96% -$2.61K ﹤0.01% 985
2021
Q4 		$4 Buy
+106
New +$2.81K ﹤0.01% 959

Other funds holding SPHY

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
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 $501B AUM 22.01% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return