Simplicity Solutions’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Simplicity Solutions’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 Q4	$756K	Buy	32,356 +3,768	+13%	+$85.1K	0.02%	531
2023 Q3	$641K	Buy	28,588 +8,235	+40%	+$187K	0.02%	538
2023 Q2	$465K	Buy	+20,353	New	+$462K	0.01%	688
2016 Q1	–	Sell	-56,084	Closed	-$1.35M	–	477
2015 Q4	$1.35M	Buy	+56,084	New	+$1.39M	0.16%	181

Other funds holding SPHY

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Simplicity Solutions's SPHY Position: Q4 2023 in Review

Simplicity Solutions increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 13% in Q4 2023, buying an estimated $85.1K and bringing the position to 32,356 shares worth $756K. The position accounts for 0.02% of the portfolio, ranked #531.

Simplicity Solutions first reported a position in SPHY in Q4 2015 and has held it in 4 quarters since. The position peaked at $1.35M in Q4 2015. 270 funds tracked by Wall St. Rank hold SPHY as of Q4 2023.

Simplicity Solutions held 32,356 shares of State Street SPDR Portfolio High Yield Bond ETF worth $756K as of Q4 2023.
Simplicity Solutions bought 3,768 State Street SPDR Portfolio High Yield Bond ETF shares in Q4 2023, an estimated $85.1K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #531 holding.
Simplicity Solutions first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2015 and has held it in 4 quarters since.
Simplicity Solutions's State Street SPDR Portfolio High Yield Bond ETF position peaked at $1.35M in Q4 2015.
270 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.