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Palladiem’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Palladiem’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
2015
Q3 		$1.76M Sell
70,565
-4,350
-6% -$110K 2.75% 14
2015
Q2 		$1.92M Buy
74,915
+8,960
+14% +$234K 1.59% 19
2015
Q1 		$1.75M Sell
65,955
-5,445
-8% -$144K 1.42% 18
2014
Q4 		$1.86M Buy
+71,400
New +$1.87M 1.52% 18

Other funds holding SPHY

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Strategic Capital Alternatives Gig Harbor, United States $6.3M AUM
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return