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	–	1134
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	–	1369
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 Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Gradient Investments's SPHY Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2024, closing a stake of 320 shares — an estimated $7.43K sold.

Gradient Investments first reported a position in SPHY in Q3 2021 and held it in 5 quarters. The position peaked at $90K in Q3 2021. 373 funds tracked by Wall St. Rank hold SPHY as of Q3 2024.

Gradient Investments reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 320 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2024, an estimated $7.43K.
Gradient Investments first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2021 and held it in 5 quarters.
Gradient Investments's State Street SPDR Portfolio High Yield Bond ETF position peaked at $90K in Q3 2021.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.