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

Rooted 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
-48,817
Closed -$1.12M – 98
2023
Q1 		$1.12M Buy
48,817
+5,338
+12% +$122K 0.83% 30
2022
Q4 		$971K Buy
+43,479
New +$973K 0.81% 34

Other funds holding SPHY

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $366M AUM 19.93% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Rooted Wealth Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2023, closing a stake of 48,817 shares — an estimated $1.12M sold.

Rooted Wealth Advisors first reported a position in SPHY in Q4 2022 and held it in 2 quarters. The position peaked at $1.12M in Q1 2023. 177 funds tracked by Wall St. Rank hold SPHY as of Q2 2023.

  • Rooted Wealth Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 48,817 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2023, an estimated $1.12M.
  • Rooted Wealth Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and held it in 2 quarters.
  • Rooted Wealth Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.12M in Q1 2023.
  • 177 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2023.

Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.