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Professional Financial Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-247
Closed -$5K – 391
2022
Q3 		$5K Sell
247
-28
-10% -$644 ﹤0.01% 372
2022
Q2 		$6K Sell
275
-14
-5% -$333 ﹤0.01% 359
2022
Q1 		$7K Sell
289
-100
-26% -$2.56K ﹤0.01% 351
2021
Q4 		$10K Buy
+389
New +$10.3K ﹤0.01% 316

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 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 $44.6B AUM 28.94% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Professional Financial Advisors's SPHY Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q4 2022, closing a stake of 247 shares — an estimated $5K sold.

Professional Financial Advisors first reported a position in SPHY in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 157 funds tracked by Wall St. Rank hold SPHY as of Q4 2022.

  • Professional Financial Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 247 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2022, an estimated $5K.
  • Professional Financial Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $10K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.