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Global Wealth Strategies & Associates’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Global Wealth Strategies & Associates’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
2024
Q2 		– Sell
-28
Closed -$657 – 362
2024
Q1 		$657 Buy
+28
New +$654 ﹤0.01% 320

Other funds holding SPHY

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Global Wealth Strategies & Associates's SPHY Position: Q2 2024 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2024, closing a stake of 28 shares — an estimated $657 sold.

Global Wealth Strategies & Associates first reported a position in SPHY in Q1 2024 and held it in 1 quarter. The position peaked at $657 in Q1 2024. 322 funds tracked by Wall St. Rank hold SPHY as of Q2 2024.

  • Global Wealth Strategies & Associates reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 28 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2024, an estimated $657.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's State Street SPDR Portfolio High Yield Bond ETF position peaked at $657 in Q1 2024.
  • 322 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2024, filed 2 Jul 2024.