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Menard Financial Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Menard Financial Group’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
2021
Q4 		– Sell
-7,907
Closed -$212K – 167
2021
Q3 		$212K Buy
7,907
+387
+5% +$10.4K 0.19% 150
2021
Q2 		$202K Buy
+7,520
New +$200K 0.19% 151

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HIS
Horizon Investment Services Hammond, Indiana $360M AUM 80.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Menard Financial Group's SPHY Position: Q4 2021 in Review

Menard Financial Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2021, closing a stake of 7,907 shares — an estimated $212K sold.

Menard Financial Group first reported a position in SPHY in Q2 2021 and held it in 2 quarters. The position peaked at $212K in Q3 2021. 97 funds tracked by Wall St. Rank hold SPHY as of Q4 2021.

  • Menard Financial Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Menard Financial Group sold 7,907 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2021, an estimated $212K.
  • Menard Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2021 and held it in 2 quarters.
  • Menard Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $212K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2021.

Based on Menard Financial Group's 13F filing for Q4 2021, filed 14 Feb 2022.