GI
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Gradient Investments’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Gradient Investments’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
Q3 		– Sell
-320
Closed -$7.43K – 1141
2024
Q2 		$7.43K Buy
320
+256
+400% +$5.93K ﹤0.01% 791
2024
Q1 		$1.5K Buy
+64
New +$1.49K ﹤0.01% 859
2022
Q2 		– Sell
-3,346
Closed -$84K – 1370
2022
Q1 		$84K Hold
3,346
– – ﹤0.01% 394
2021
Q4 		$89K Hold
3,346
– – ﹤0.01% 378
2021
Q3 		$90K Buy
+3,346
New +$89.7K ﹤0.01% 385

Other funds holding SPHY

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return