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Ford Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-47,141
Closed -$1.05M – 92
2022
Q4 		$1.05M Buy
47,141
+319
+0.7% +$7.14K 0.42% 49
2022
Q3 		$1.02M Buy
46,822
+18,352
+64% +$422K 0.43% 49
2022
Q2 		$639K Buy
28,470
+17,585
+162% +$418K 0.26% 63
2022
Q1 		$273K Buy
+10,885
New +$278K 0.1% 97

Other funds holding SPHY

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Ford Financial Group's SPHY Position: Q1 2023 in Review

Ford Financial Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2023, closing a stake of 47,141 shares — an estimated $1.05M sold.

Ford Financial Group first reported a position in SPHY in Q1 2022 and held it in 4 quarters. The position peaked at $1.05M in Q4 2022. 167 funds tracked by Wall St. Rank hold SPHY as of Q1 2023.

  • Ford Financial Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 47,141 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2023, an estimated $1.05M.
  • Ford Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2022 and held it in 4 quarters.
  • Ford Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.05M in Q4 2022.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.