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

KerberRose 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
2022 Q2	$228K	Buy	+10,143	New	+$241K	0.19%	108

Other funds holding SPHY

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

KerberRose Wealth Management's SPHY Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2022: 10,143 shares worth $228K. The stake represents 0.19% of the portfolio and ranks #108 among its holdings.

115 funds tracked by Wall St. Rank hold SPHY as of Q2 2022.

KerberRose Wealth Management held 10,143 shares of State Street SPDR Portfolio High Yield Bond ETF worth $228K as of Q2 2022.
State Street SPDR Portfolio High Yield Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
State Street SPDR Portfolio High Yield Bond ETF made up 0.19% of KerberRose Wealth Management's portfolio in Q2 2022, its #108 holding.
115 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.