Ladenburg Thalmann Financial Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$119K	Hold	4,500	–	–	﹤0.01%	2879
2019 Q3	$118K	Hold	4,500	–	–	﹤0.01%	2822
2019 Q2	$118K	Buy	+4,500	New	+$117K	﹤0.01%	2852
2019 Q1	–	Sell	-2,794	Closed	-$69K	–	5316
2018 Q4	$69K	Sell	2,794 -1,629	-37%	-$40.7K	﹤0.01%	3029
2018 Q3	$113K	Buy	+4,423	New	+$113K	﹤0.01%	2731
2015 Q1	–	Sell	-114	Closed	-$3K	–	4646
2014 Q4	$3K	Buy	+114	New	+$2.99K	﹤0.01%	3944

Other funds holding SPHY

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's SPHY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its State Street SPDR Portfolio High Yield Bond ETF (SPHY) position steady in Q4 2019 at 4,500 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

Ladenburg Thalmann Financial Services first reported a position in SPHY in Q4 2014 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold SPHY as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,500 shares of State Street SPDR Portfolio High Yield Bond ETF worth $119K as of Q4 2019.
Ladenburg Thalmann Financial Services left its State Street SPDR Portfolio High Yield Bond ETF share count unchanged in Q4 2019.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2879 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2014 and has held it in 6 quarters since.
36 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.