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

SeaCrest 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
2022
Q3 		– Sell
-2,283
Closed -$51K – 1387
2022
Q2 		$51K Buy
+2,283
New +$54.3K 0.01% 1108

Other funds holding SPHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

SeaCrest Wealth Management's SPHY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2022, closing a stake of 2,283 shares — an estimated $51K sold.

SeaCrest Wealth Management first reported a position in SPHY in Q2 2022 and held it in 1 quarter. The position peaked at $51K in Q2 2022. 129 funds tracked by Wall St. Rank hold SPHY as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,283 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2022, an estimated $51K.
  • SeaCrest Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $51K in Q2 2022.
  • 129 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.