Mokosak Advisory Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Mokosak Advisory 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
2020 Q1	–	Sell	-147,013	Closed	-$3.88M	–	27
2019 Q4	$3.88M	Sell	147,013 -519	-0.4%	-$13.5K	2.34%	12
2019 Q3	$3.87M	Sell	147,532 -2,709	-2%	-$70.6K	2.55%	12
2019 Q2	$3.93M	Buy	150,241 +8,532	+6%	+$222K	2.65%	12
2019 Q1	$3.69M	Buy	141,709 +2,544	+2%	+$64.7K	2.57%	12
2018 Q4	$3.44M	Buy	+139,165	New	+$3.47M	2.66%	12

Other funds holding SPHY

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MAS

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mokosak Advisory Group's SPHY Position: Q1 2020 in Review

Mokosak Advisory Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2020, closing a stake of 147,013 shares — an estimated $3.88M sold.

Mokosak Advisory Group first reported a position in SPHY in Q4 2018 and held it in 5 quarters. The position peaked at $3.93M in Q2 2019. 45 funds tracked by Wall St. Rank hold SPHY as of Q1 2020.

Mokosak Advisory Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2020 after selling out during the quarter.
Mokosak Advisory Group sold 147,013 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2020, an estimated $3.88M.
Mokosak Advisory Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2018 and held it in 5 quarters.
Mokosak Advisory Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.93M in Q2 2019.
45 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2020.

Based on Mokosak Advisory Group's 13F filing for Q1 2020, filed 10 Apr 2020.