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

Freedom Investment 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
2023
Q3 		– Sell
-69,184
Closed -$1.58M – 758
2023
Q2 		$1.58M Buy
+69,184
New +$1.57M 0.18% 133
2018
Q2 		– Sell
-10,064
Closed -$258K – 1116
2018
Q1 		$258K Buy
10,064
+144
+1% +$3.75K 0.01% 935
2017
Q4 		$264K Buy
9,920
+564
+6% +$15K 0.01% 938
2017
Q3 		$251K Sell
9,356
-593
-6% -$15.8K 0.01% 927
2017
Q2 		$265K Sell
9,949
-407
-4% -$10.8K 0.02% 852
2017
Q1 		$271K Sell
10,356
-1,711
-14% -$44.7K 0.02% 829
2016
Q4 		$312K Sell
12,067
-1,763
-13% -$45.9K 0.02% 677
2016
Q3 		$369K Sell
13,830
-687
-5% -$18.1K 0.02% 551
2016
Q2 		$374K Sell
14,517
-2,626
-15% -$67K 0.03% 513
2016
Q1 		$431K Sell
17,143
-6,233
-27% -$151K 0.03% 446
2015
Q4 		$563K Buy
+23,376
New +$581K 0.04% 366
2015
Q2 		– Sell
-44,704
Closed -$1.18M – 704
2015
Q1 		$1.18M Sell
44,704
-44,997
-50% -$1.19M 0.13% 111
2014
Q4 		$2.33M Buy
89,701
+9,337
+12% +$245K 0.3% 50
2014
Q3 		$2.11M Buy
80,364
+32,076
+66% +$848K 0.37% 37
2014
Q2 		$1.29M Buy
48,288
+12,231
+34% +$322K 0.22% 66
2014
Q1 		$942K Sell
36,057
-4,950
-12% -$128K 0.2% 78
2013
Q4 		$1.03M Sell
41,007
-5,059
-11% -$129K 0.26% 64
2013
Q3 		$1.17M Buy
+46,066
New +$1.16M 0.33% 52

Other funds holding SPHY

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Freedom Investment Management's SPHY Position: Q3 2023 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2023, closing a stake of 69,184 shares — an estimated $1.58M sold.

Freedom Investment Management first reported a position in SPHY in Q3 2013 and held it in 18 quarters. The position peaked at $2.33M in Q4 2014. 206 funds tracked by Wall St. Rank hold SPHY as of Q3 2023.

  • Freedom Investment Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 69,184 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2023, an estimated $1.58M.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2013 and held it in 18 quarters.
  • Freedom Investment Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.33M in Q4 2014.
  • 206 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.