HWA
SPHY icon

HHM Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

HHM Wealth Advisors’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
-880
Closed -$20.6K – 854
2024
Q1 		$20.6K Hold
880
– – ﹤0.01% 407
2023
Q4 		$20.6K Sell
880
-245
-22% -$5.54K ﹤0.01% 405
2023
Q3 		$25.2K Hold
1,125
– – ﹤0.01% 370
2023
Q2 		$25.7K Hold
1,125
– – ﹤0.01% 387
2023
Q1 		$25.9K Hold
1,125
– – 0.01% 381
2022
Q4 		$25.1K Hold
1,125
– – 0.01% 334
2022
Q3 		$25K Hold
1,125
– – 0.01% 327
2022
Q2 		$25K Hold
1,125
– – 0.01% 394
2022
Q1 		$28K Hold
1,125
– – 0.01% 394
2021
Q4 		$30K Buy
+1,125
New +$29.8K 0.01% 373

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return