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Retirement Guys Formula’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-129,453
Closed -$3.44M – 147
2021
Q4 		$3.44M Buy
+129,453
New +$3.43M 2.73% 11

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HIS
Horizon Investment Services Hammond, Indiana $360M AUM 80.67% 1-Year Est. Return

Retirement Guys Formula's SPHY Position: Q1 2022 in Review

Retirement Guys Formula sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2022, closing a stake of 129,453 shares — an estimated $3.44M sold.

Retirement Guys Formula first reported a position in SPHY in Q4 2021 and held it in 1 quarter. The position peaked at $3.44M in Q4 2021. 108 funds tracked by Wall St. Rank hold SPHY as of Q1 2022.

  • Retirement Guys Formula reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 129,453 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2022, an estimated $3.44M.
  • Retirement Guys Formula first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Guys Formula's State Street SPDR Portfolio High Yield Bond ETF position peaked at $3.44M in Q4 2021.
  • 108 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2022.

Based on Retirement Guys Formula's 13F filing for Q1 2022, filed 18 Jul 2022.