Disciplined Investments’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Disciplined Investments’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
2022 Q4	–	Sell	-790	Closed	-$17K	–	1694
2022 Q3	$17K	Hold	790	–	–	0.01%	325
2022 Q2	$18K	Buy	790 +450	+132%	+$10.7K	0.01%	332
2022 Q1	$9K	Hold	340	–	–	﹤0.01%	387
2021 Q4	$9K	Buy	+340	New	+$9.02K	﹤0.01%	357

Other funds holding SPHY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.03B AUM 12.7% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return