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	–	5317
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	–	4649
2014 Q4	$3K	Buy	+114	New	+$2.99K	﹤0.01%	3944

Other funds holding SPHY

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Aurora Private Wealth Rockaway, New Jersey $140M AUM

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return