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

Fulcrum Equity 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
-52,734
Closed -$1.2M – 118
2023
Q2 		$1.2M Buy
+52,734
New +$1.2M 1.4% 21

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

Fulcrum Equity Management's SPHY Position: Q3 2023 in Review

Fulcrum Equity Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2023, closing a stake of 52,734 shares — an estimated $1.2M sold.

Fulcrum Equity Management first reported a position in SPHY in Q2 2023 and held it in 1 quarter. The position peaked at $1.2M in Q2 2023. 206 funds tracked by Wall St. Rank hold SPHY as of Q3 2023.

  • Fulcrum Equity Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Fulcrum Equity Management sold 52,734 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2023, an estimated $1.2M.
  • Fulcrum Equity Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2023 and held it in 1 quarter.
  • Fulcrum Equity Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.2M in Q2 2023.
  • 206 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2023.

Based on Fulcrum Equity Management's 13F filing for Q3 2023, filed 13 Nov 2023.