Leading Edge Financial Planning’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Leading Edge Financial Planning’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
2024 Q4	–	Sell	-122,024	Closed	-$2.93M	–	61
2024 Q3	$2.93M	Buy	122,024 +2,855	+2%	+$67.4K	0.98%	13
2024 Q2	$2.77M	Buy	119,169 +5,690	+5%	+$132K	1.11%	13
2024 Q1	$2.66M	Buy	113,479 +30,385	+37%	+$709K	1.18%	14
2023 Q4	$1.94M	Buy	83,094 +60,621	+270%	+$1.37M	1.01%	15
2023 Q3	$504K	Buy	+22,473	New	+$511K	0.32%	38

Other funds holding SPHY

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Leading Edge Financial Planning's SPHY Position: Q4 2024 in Review

Leading Edge Financial Planning sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2024, closing a stake of 122,024 shares — an estimated $2.93M sold.

Leading Edge Financial Planning first reported a position in SPHY in Q3 2023 and held it in 5 quarters. The position peaked at $2.93M in Q3 2024. 437 funds tracked by Wall St. Rank hold SPHY as of Q4 2024.

Leading Edge Financial Planning reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 122,024 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2024, an estimated $2.93M.
Leading Edge Financial Planning first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2023 and held it in 5 quarters.
Leading Edge Financial Planning's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.93M in Q3 2024.
437 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2024.

Based on Leading Edge Financial Planning's 13F filing for Q4 2024, filed 24 Jan 2025.