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Sage Mountain Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Sage Mountain 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
2024
Q2 		– Sell
-362
Closed -$8.49K – 443
2024
Q1 		$8.49K Buy
+362
New +$8.45K ﹤0.01% 395

Other funds holding SPHY

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Sage Mountain Advisors's SPHY Position: Q2 2024 in Review

Sage Mountain Advisors sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2024, closing a stake of 362 shares — an estimated $8.49K sold.

Sage Mountain Advisors first reported a position in SPHY in Q1 2024 and held it in 1 quarter. The position peaked at $8.49K in Q1 2024. 321 funds tracked by Wall St. Rank hold SPHY as of Q2 2024.

  • Sage Mountain Advisors reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 362 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2024, an estimated $8.49K.
  • Sage Mountain Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's State Street SPDR Portfolio High Yield Bond ETF position peaked at $8.49K in Q1 2024.
  • 321 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.