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 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

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

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

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

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

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

HHM Wealth Advisors's SPHY Position: Q2 2024 in Review

HHM Wealth Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2024, closing a stake of 880 shares — an estimated $20.6K sold.

HHM Wealth Advisors first reported a position in SPHY in Q4 2021 and held it in 10 quarters. The position peaked at $30K in Q4 2021. 321 funds tracked by Wall St. Rank hold SPHY as of Q2 2024.

HHM Wealth Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
HHM Wealth Advisors sold 880 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2024, an estimated $20.6K.
HHM Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and held it in 10 quarters.
HHM Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $30K in Q4 2021.
321 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.