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

Monumental 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
2022
Q2 		– Sell
-1,695
Closed -$43K – 58
2022
Q1 		$43K Buy
+1,695
New +$43.3K 0.04% 32

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

Monumental Financial Group's SPHY Position: Q2 2022 in Review

Monumental Financial Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2022, closing a stake of 1,695 shares — an estimated $43K sold.

Monumental Financial Group first reported a position in SPHY in Q1 2022 and held it in 1 quarter. The position peaked at $43K in Q1 2022. 115 funds tracked by Wall St. Rank hold SPHY as of Q2 2022.

  • Monumental Financial Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Monumental Financial Group sold 1,695 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2022, an estimated $43K.
  • Monumental Financial Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2022 and held it in 1 quarter.
  • Monumental Financial Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $43K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2022.

Based on Monumental Financial Group's 13F filing for Q2 2022, filed 28 Jul 2022.