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Peterson Wealth Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Peterson Wealth Advisors’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
2023
Q2 		– Sell
-226,170
Closed -$5.2M – 68
2023
Q1 		$5.2M Sell
226,170
-23,413
-9% -$533K 1.43% 12
2022
Q4 		$5.58M Sell
249,583
-3,980
-2% -$89.1K 1.68% 12
2022
Q3 		$5.53M Sell
253,563
-20,276
-7% -$467K 1.86% 11
2022
Q2 		$6.15M Buy
+273,839
New +$6.51M 2.03% 11

Other funds holding SPHY

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $319M AUM 17.08% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Peterson Wealth Advisors's SPHY Position: Q2 2023 in Review

Peterson Wealth Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2023, closing a stake of 226,170 shares — an estimated $5.2M sold.

Peterson Wealth Advisors first reported a position in SPHY in Q2 2022 and held it in 4 quarters. The position peaked at $6.15M in Q2 2022. 178 funds tracked by Wall St. Rank hold SPHY as of Q2 2023.

  • Peterson Wealth Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Peterson Wealth Advisors sold 226,170 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2023, an estimated $5.2M.
  • Peterson Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and held it in 4 quarters.
  • Peterson Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $6.15M in Q2 2022.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2023.

Based on Peterson Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.