ICA Group Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

ICA Group Wealth Management’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	-50	Closed	-$1.17K	–	1249
2024 Q1	$1.17K	Hold	50	–	–	﹤0.01%	1228
2023 Q4	$1.17K	Buy	+50	New	+$1.13K	﹤0.01%	1220
2023 Q3	–	Sell	-50	Closed	-$1.14K	–	1077
2023 Q2	$1.14K	Hold	50	–	–	﹤0.01%	1186
2023 Q1	$1.15K	Buy	+50	New	+$1.14K	﹤0.01%	1141

Other funds holding SPHY

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B 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

ICA Group Wealth Management's SPHY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2024, closing a stake of 50 shares — an estimated $1.17K sold.

ICA Group Wealth Management first reported a position in SPHY in Q1 2023 and held it in 4 quarters. The position peaked at $1.17K in Q1 2024. 321 funds tracked by Wall St. Rank hold SPHY as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 50 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2024, an estimated $1.17K.
ICA Group Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2023 and held it in 4 quarters.
ICA Group Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.17K in Q1 2024.
321 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.