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

Cetera Advisors’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 		$2.81M Buy
119,659
+6,638
+6% +$155K 0.02% 664
2023
Q4 		$2.64M Buy
113,021
+35,931
+47% +$812K 0.04% 426
2023
Q3 		$1.73M Sell
77,090
-5,553
-7% -$126K 0.03% 518
2023
Q2 		$1.89M Buy
82,643
+55,126
+200% +$1.25M 0.03% 481
2023
Q1 		$632K Sell
27,517
-243
-0.9% -$5.54K 0.01% 898
2022
Q4 		$620K Sell
27,760
-267
-1% -$5.98K 0.01% 870
2022
Q3 		$612K Buy
28,027
+2,950
+12% +$67.9K 0.02% 695
2022
Q2 		$563K Buy
25,077
+14,372
+134% +$342K 0.01% 789
2022
Q1 		$269K Buy
+10,705
New +$274K 0.01% 1158

Other funds holding SPHY

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return