Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Leicht Financial Planning & 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
2023 Q1	–	Sell	-289,294	Closed	-$6.46M	–	28
2022 Q4	$6.46M	Buy	289,294 +502	+0.2%	+$11.2K	4.33%	11
2022 Q3	$6.3M	Buy	288,792 +676	+0.2%	+$15.6K	4.51%	10
2022 Q2	$6.47M	Buy	288,116 +1,684	+0.6%	+$40K	4.38%	10
2022 Q1	$7.19M	Buy	+286,432	New	+$7.32M	4.28%	11

Other funds holding SPHY

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

DIP

DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SPHY Position: Q1 2023 in Review

Leicht Financial Planning & Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2023, closing a stake of 289,294 shares — an estimated $6.46M sold.

Leicht Financial Planning & Wealth Management first reported a position in SPHY in Q1 2022 and held it in 4 quarters. The position peaked at $7.19M in Q1 2022. 167 funds tracked by Wall St. Rank hold SPHY as of Q1 2023.

Leicht Financial Planning & Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 289,294 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2023, an estimated $6.46M.
Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2022 and held it in 4 quarters.
Leicht Financial Planning & Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $7.19M in Q1 2022.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2023.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2023, filed 5 May 2023.