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KCS Wealth Advisory’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

KCS Wealth Advisory’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
Q2 		– Sell
-21,899
Closed -$494K – 151
2020
Q1 		$494K Sell
21,899
-16,611
-43% -$420K 0.5% 78
2019
Q4 		$1.01M Sell
38,510
-13,060
-25% -$340K 0.76% 61
2019
Q3 		$1.35M Buy
51,570
+9
+0% +$235 0.93% 21
2019
Q2 		$1.35M Buy
51,561
+9,767
+23% +$254K 1.06% 15
2019
Q1 		$1.09M Buy
+41,794
New +$1.06M 0.95% 29

Other funds holding SPHY

SL
Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return