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

DCM 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
2021
Q1 		– Sell
-200
Closed -$5K – 280
2020
Q4 		$5K Buy
+200
New +$5.17K ﹤0.01% 223

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CI
Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return

DCM Advisors's SPHY Position: Q1 2021 in Review

DCM Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2021, closing a stake of 200 shares — an estimated $5K sold.

DCM Advisors first reported a position in SPHY in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 68 funds tracked by Wall St. Rank hold SPHY as of Q1 2021.

  • DCM Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2021 after selling out during the quarter.
  • DCM Advisors sold 200 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2021, an estimated $5K.
  • DCM Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2020 and held it in 1 quarter.
  • DCM Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $5K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2021.

Based on DCM Advisors's 13F filing for Q1 2021, filed 17 May 2021.