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Sanctuary Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Sanctuary Wealth 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
Q4 		$5.54K Buy
236
+108
+84% +$2.56K ﹤0.01% 189
2024
Q3 		$3.08K Hold
128
– – ﹤0.01% 222
2024
Q2 		$2.97K Buy
+128
New +$2.96K ﹤0.01% 200

Other funds holding SPHY

IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $12.7B AUM 16.27% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sanctuary Wealth Management's SPHY Position: Q4 2024 in Review

Sanctuary Wealth Management increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 84% in Q4 2024, buying an estimated $2.56K and bringing the position to 236 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Sanctuary Wealth Management first reported a position in SPHY in Q2 2024 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold SPHY as of Q4 2024.

  • Sanctuary Wealth Management held 236 shares of State Street SPDR Portfolio High Yield Bond ETF worth $5.54K as of Q4 2024.
  • Sanctuary Wealth Management bought 108 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2024, an estimated $2.56K.
  • State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #189 holding.
  • Sanctuary Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.