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

Global Wealth Management Investment Advisory’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
2019 Q1	–	Sell	-176	Closed	-$4K	–	758
2018 Q4	$4K	Buy	+176	New	+$4.39K	﹤0.01%	521

Other funds holding SPHY

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

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

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

KCS Wealth Advisory Los Angeles, California $235M AUM 24.13% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Bank of America

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