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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 – 511
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

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Global Financial Private Client's SPHY Position: Q3 2020 in Review

Global Financial Private Client sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2020, closing a stake of 728 shares — an estimated $17.8K sold.

Global Financial Private Client first reported a position in SPHY in Q4 2019 and held it in 3 quarters. The position peaked at $48.2K in Q4 2019. 44 funds tracked by Wall St. Rank hold SPHY as of Q3 2020.

  • Global Financial Private Client reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Global Financial Private Client sold 728 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2020, an estimated $17.8K.
  • Global Financial Private Client first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2019 and held it in 3 quarters.
  • Global Financial Private Client's State Street SPDR Portfolio High Yield Bond ETF position peaked at $48.2K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2020.

Based on Global Financial Private Client's 13F filing for Q3 2020, filed 16 May 2024.