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Hart & Patterson Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$7.36M Buy
313,655
+7,577
+2% +$180K 3.58% 8
2024
Q3 		$7.36M Sell
306,078
-2,322
-0.8% -$54.8K 3.49% 8
2024
Q2 		$7.16M Buy
308,400
+3,550
+1% +$82.2K 3.55% 9
2024
Q1 		$7.15M Sell
304,850
-74,838
-20% -$1.75M 3.54% 9
2023
Q4 		$8.88M Buy
+379,688
New +$8.58M 4.61% 4

Other funds holding SPHY

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
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 $530B AUM 22.01% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hart & Patterson Financial Group's SPHY Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 2.5% in Q4 2024, buying an estimated $180K and bringing the position to 313,655 shares worth $7.36M. The position accounts for 3.58% of the portfolio, ranked #8.

Hart & Patterson Financial Group first reported a position in SPHY in Q4 2023 and has held it in 5 quarters since. The position peaked at $8.88M in Q4 2023. 437 funds tracked by Wall St. Rank hold SPHY as of Q4 2024.

  • Hart & Patterson Financial Group held 313,655 shares of State Street SPDR Portfolio High Yield Bond ETF worth $7.36M as of Q4 2024.
  • Hart & Patterson Financial Group bought 7,577 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2024, an estimated $180K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 3.58% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #8 holding.
  • Hart & Patterson Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $8.88M in Q4 2023.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.