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Personal Wealth Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Personal Wealth Partners’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
-20,845
Closed -$523K – 53
2022
Q1 		$523K Buy
+20,845
New +$533K 0.23% 45

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $38.8B AUM 21.88% 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

Personal Wealth Partners's SPHY Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2022, closing a stake of 20,845 shares — an estimated $523K sold.

Personal Wealth Partners first reported a position in SPHY in Q1 2022 and held it in 1 quarter. The position peaked at $523K in Q1 2022. 115 funds tracked by Wall St. Rank hold SPHY as of Q2 2022.

  • Personal Wealth Partners reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 20,845 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2022, an estimated $523K.
  • Personal Wealth Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2022 and held it in 1 quarter.
  • Personal Wealth Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $523K 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 Personal Wealth Partners's 13F filing for Q2 2022.