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Johanson Financial Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Johanson Financial 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
2020
Q1 		– Sell
-971
Closed -$25.6K – 220
2019
Q4 		$25.6K Buy
+971
New +$25.3K 0.01% 209

Other funds holding SPHY

FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $279M AUM 19.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Johanson Financial Advisors's SPHY Position: Q1 2020 in Review

Johanson Financial Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2020, closing a stake of 971 shares — an estimated $25.6K sold.

Johanson Financial Advisors first reported a position in SPHY in Q4 2019 and held it in 1 quarter. The position peaked at $25.6K in Q4 2019. 45 funds tracked by Wall St. Rank hold SPHY as of Q1 2020.

  • Johanson Financial Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 971 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2020, an estimated $25.6K.
  • Johanson Financial Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $25.6K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.