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Rockbridge Investment Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Rockbridge Investment Management’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
2024
Q1 		– Sell
-924
Closed -$21.6K – 541
2023
Q4 		$21.6K Buy
+924
New +$20.9K ﹤0.01% 320
2022
Q3 		– Sell
-1,465
Closed -$32.9K – 519
2022
Q2 		$32.9K Buy
1,465
+750
+105% +$17.8K 0.01% 257
2022
Q1 		$17.9K Sell
715
-135
-16% -$3.45K ﹤0.01% 432
2021
Q4 		$23K Hold
850
– – ﹤0.01% 467
2021
Q3 		$23K Hold
850
– – ﹤0.01% 434
2021
Q2 		$23K Hold
850
– – ﹤0.01% 429
2021
Q1 		$23K Hold
850
– – ﹤0.01% 411
2020
Q4 		$23K Hold
850
– – ﹤0.01% 400
2020
Q3 		$21K Hold
850
– – 0.01% 376
2020
Q2 		$21K Buy
+850
New +$20.3K 0.01% 339

Other funds holding SPHY

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return