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MSI Financial Services’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

MSI Financial Services’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
2016
Q4 		$40K Buy
1,555
+87
+6% +$2.27K ﹤0.01% 2008
2016
Q3 		$39K Buy
1,468
+742
+102% +$19.5K ﹤0.01% 1977
2016
Q2 		$19K Sell
726
-67
-8% -$1.71K ﹤0.01% 2381
2016
Q1 		$20K Buy
793
+753
+1,883% +$18.3K ﹤0.01% 2311
2015
Q4 		$1K Hold
40
– – ﹤0.01% 3682
2015
Q3 		$1K Hold
40
– – ﹤0.01% 3011
2015
Q2 		$1K Hold
40
– – ﹤0.01% 2950
2015
Q1 		$1K Hold
40
– – ﹤0.01% 2897
2014
Q4 		$1K Sell
40
-125
-76% -$3.28K ﹤0.01% 2539
2014
Q3 		$4K Buy
165
+125
+313% +$3.31K ﹤0.01% 2204
2014
Q2 		$1K Hold
40
– – ﹤0.01% 2486
2014
Q1 		$1K Hold
40
– – ﹤0.01% 2411
2013
Q4 		$1K Hold
40
– – ﹤0.01% 2396
2013
Q3 		$1K Hold
40
– – ﹤0.01% 2070
2013
Q2 		$1K Buy
+40
New +$1.05K ﹤0.01% 2266

Other funds holding SPHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return