Intelligence Driven Advisers’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Intelligence Driven Advisers’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
2023 Q1	–	Sell	-13,655	Closed	-$312K	–	101
2022 Q4	$312K	Sell	13,655 -88,969	-87%	-$1.99M	0.06%	73
2022 Q3	$2.28M	Sell	102,624 -7,258	-7%	-$167K	0.46%	45
2022 Q2	$2.46M	Sell	109,882 -48,013	-30%	-$1.14M	0.48%	45
2022 Q1	$3.9M	Buy	+157,895	New	+$4.04M	0.71%	36

Other funds holding SPHY

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Intelligence Driven Advisers's SPHY Position: Q1 2023 in Review

Intelligence Driven Advisers sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2023, closing a stake of 13,655 shares — an estimated $312K sold.

Intelligence Driven Advisers first reported a position in SPHY in Q1 2022 and held it in 4 quarters. The position peaked at $3.9M in Q1 2022. 167 funds tracked by Wall St. Rank hold SPHY as of Q1 2023.

Intelligence Driven Advisers reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 13,655 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2023, an estimated $312K.
Intelligence Driven Advisers first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2022 and held it in 4 quarters.
Intelligence Driven Advisers's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.9M in Q1 2022.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2023.

Based on Intelligence Driven Advisers's 13F filing for Q1 2023, filed 11 May 2023.