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

Private Portfolio 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
2023
Q1 		– Sell
-16,744
Closed -$374K – 269
2022
Q4 		$374K Sell
16,744
-4,181
-20% -$93.6K 0.1% 181
2022
Q3 		$457K Buy
+20,925
New +$482K 0.13% 140

Other funds holding SPHY

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
SA
SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Private Portfolio Partners's SPHY Position: Q1 2023 in Review

Private Portfolio Partners sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2023, closing a stake of 16,744 shares — an estimated $374K sold.

Private Portfolio Partners first reported a position in SPHY in Q3 2022 and held it in 2 quarters. The position peaked at $457K in Q3 2022. 167 funds tracked by Wall St. Rank hold SPHY as of Q1 2023.

  • Private Portfolio Partners reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Private Portfolio Partners sold 16,744 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2023, an estimated $374K.
  • Private Portfolio Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q3 2022 and held it in 2 quarters.
  • Private Portfolio Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $457K in Q3 2022.
  • 167 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2023.

Based on Private Portfolio Partners's 13F filing for Q1 2023, filed 12 May 2023.