MinichMacGregor Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

MinichMacGregor 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	-238	Closed	-$5.33K	–	565
2022 Q4	$5.33K	Buy	+238	New	+$5.33K	﹤0.01%	478

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