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Cedar Capital’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Cedar Capital’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
2021
Q3 		$266K Buy
9,945
+1,022
+11% +$27.4K 0.48% 49
2021
Q2 		$240K Buy
8,923
+1,063
+14% +$28.3K 0.41% 49
2021
Q1 		$209K Buy
+7,860
New +$208K 0.37% 52

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HIS
Horizon Investment Services Hammond, Indiana $360M AUM 80.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cedar Capital's SPHY Position: Q3 2021 in Review

Cedar Capital increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 11% in Q3 2021, buying an estimated $27.4K and bringing the position to 9,945 shares worth $266K. The position accounts for 0.48% of the portfolio, ranked #49.

Cedar Capital first reported a position in SPHY in Q1 2021 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold SPHY as of Q3 2021.

  • Cedar Capital held 9,945 shares of State Street SPDR Portfolio High Yield Bond ETF worth $266K as of Q3 2021.
  • Cedar Capital bought 1,022 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2021, an estimated $27.4K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.48% of Cedar Capital's portfolio in Q3 2021, its #49 holding.
  • Cedar Capital first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2021 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.