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Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$44K Sell
1,909
-680
-26% -$16.1K 0.03% 221
2024
Q3 		$62K Buy
2,589
+710
+38% +$16.8K 0.02% 449
2024
Q2 		$43K Buy
1,879
+885
+89% +$20.5K 0.01% 509
2024
Q1 		$23.3K Sell
994
-1,353
-58% -$31.6K 0.01% 646
2023
Q4 		$54K Buy
2,347
+24
+1% +$542 0.02% 448
2023
Q3 		$52.1K Buy
+2,323
New +$52.8K 0.02% 438
2023
Q1 		$47K Buy
+2,025
New +$46.1K 0.02% 456
2022
Q4 		– Sell
-233
Closed -$5K – 1017
2022
Q3 		$5K Buy
+233
New +$5.36K ﹤0.01% 870

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

Householder Group Estate & Retirement Specialist's SPHY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 26% in Q4 2024, selling an estimated $16.1K and leaving 1,909 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #221.

Householder Group Estate & Retirement Specialist first reported a position in SPHY in Q3 2022 and has held it in 8 quarters since. The position peaked at $62K in Q3 2024. 437 funds tracked by Wall St. Rank hold SPHY as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,909 shares of State Street SPDR Portfolio High Yield Bond ETF worth $44K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 680 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2024, an estimated $16.1K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.03% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #221 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio High Yield Bond ETF position peaked at $62K in Q3 2024.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.