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Family Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Family Management’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
2019
Q4 		– Sell
-1,895
Closed -$50K – 208
2019
Q3 		$50K Hold
1,895
– – 0.02% 166
2019
Q2 		$50K Buy
+1,895
New +$49.2K 0.02% 157

Other funds holding SPHY

MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 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

Family Management's SPHY Position: Q4 2019 in Review

Family Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2019, closing a stake of 1,895 shares — an estimated $50K sold.

Family Management first reported a position in SPHY in Q2 2019 and held it in 2 quarters. The position peaked at $50K in Q3 2019. 36 funds tracked by Wall St. Rank hold SPHY as of Q4 2019.

  • Family Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Family Management sold 1,895 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2019, an estimated $50K.
  • Family Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2019 and held it in 2 quarters.
  • Family Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $50K in Q3 2019.
  • 36 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2019.

Based on Family Management's 13F filing for Q4 2019, filed 11 Feb 2020.