Global Financial Private Client’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Global Financial Private Client’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
2020 Q3	–	Sell	-728	Closed	-$17.8K	–	517
2020 Q2	$17.8K	Sell	728 -1,099	-60%	-$26.3K	0.02%	303
2020 Q1	$40.4K	Hold	1,827	–	–	0.04%	228
2019 Q4	$48.2K	Buy	+1,827	New	+$47.6K	0.04%	246

Other funds holding SPHY

Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return

MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return