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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 – 1692
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Disciplined Investments's SPHY Position: Q4 2022 in Review

Disciplined Investments sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2022, closing a stake of 790 shares — an estimated $17K sold.

Disciplined Investments first reported a position in SPHY in Q4 2021 and held it in 4 quarters. The position peaked at $18K in Q2 2022. 157 funds tracked by Wall St. Rank hold SPHY as of Q4 2022.

  • Disciplined Investments reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Disciplined Investments sold 790 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2022, an estimated $17K.
  • Disciplined Investments first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and held it in 4 quarters.
  • Disciplined Investments's State Street SPDR Portfolio High Yield Bond ETF position peaked at $18K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.