JG
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Jefferies Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Jefferies Group’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
2020
Q4 		– Sell
-15,376
Closed -$389K – 1812
2020
Q3 		$389K Sell
15,376
-82,624
-84% -$2.09M 0.01% 1042
2020
Q2 		$2.4K Buy
+98,000
New +$2.34M 0.07% 491
2019
Q4 		– Sell
-53,369
Closed -$1.4M – 2981
2019
Q3 		$1.4M Sell
53,369
-11,383
-18% -$297K 0.04% 1303
2019
Q2 		$1.69M Buy
+64,752
New +$1.68M 0.04% 1012

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $591M AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return