Cetera Advisor Networks’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Cetera Advisor Networks’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 Q1	$12.6M	Buy	538,541 +14,047	+3%	+$328K	0.06%	321
2023 Q4	$12.3M	Sell	524,494 -36,250	-6%	-$819K	0.07%	302
2023 Q3	$12.6M	Buy	560,744 +505,138	+908%	+$11.5M	0.08%	261
2023 Q2	$1.27M	Buy	55,606 +6,094	+12%	+$138K	0.01%	1106
2023 Q1	$1.14M	Buy	49,512 +11,406	+30%	+$260K	0.01%	1157
2022 Q4	$851K	Buy	+38,106	New	+$853K	0.01%	1265

Other funds holding SPHY

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Advisor Networks's SPHY Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.7% in Q1 2024, buying an estimated $328K and bringing the position to 538,541 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #321.

Cetera Advisor Networks first reported a position in SPHY in Q4 2022 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold SPHY as of Q1 2024.

Cetera Advisor Networks held 538,541 shares of State Street SPDR Portfolio High Yield Bond ETF worth $12.6M as of Q1 2024.
Cetera Advisor Networks bought 14,047 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2024, an estimated $328K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #321 holding.
Cetera Advisor Networks first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 6 quarters since.
307 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.