Marshall Financial Group (Maryland)’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Marshall Financial Group (Maryland)’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	-11,723	Closed	-$262K	–	191
2022 Q4	$262K	Buy	11,723 +1,010	+9%	+$22.6K	0.1%	150
2022 Q3	$234K	Buy	10,713 +109	+1%	+$2.51K	0.1%	164
2022 Q2	$238K	Sell	10,604 -5,017	-32%	-$119K	0.1%	166
2022 Q1	$392K	Sell	15,621 -114	-0.7%	-$2.91K	0.16%	153
2021 Q4	$418K	Sell	15,735 -43	-0.3%	-$1.14K	0.15%	158
2021 Q3	$422K	Sell	15,778 -2,285	-13%	-$61.2K	0.22%	127
2021 Q2	$486K	Sell	18,063 -671	-4%	-$17.9K	0.26%	123
2021 Q1	$497K	Sell	18,734 -840	-4%	-$22.3K	0.3%	97
2020 Q4	$518K	Buy	+19,574	New	+$506K	0.34%	90

Other funds holding SPHY

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

DT Investment Partners Chadds Ford, Pennsylvania $1.2B AUM 16.89% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return