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Sonora Investment Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Sonora Investment 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
2020
Q2 		– Sell
-300
Closed -$7K – 1870
2020
Q1 		$7K Buy
+300
New +$7.58K ﹤0.01% 1174

Other funds holding SPHY

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
MPW
MA Private Wealth San Carlos, California $671M AUM 23.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $279M AUM 19.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sonora Investment Management's SPHY Position: Q2 2020 in Review

Sonora Investment Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2020, closing a stake of 300 shares — an estimated $7K sold.

Sonora Investment Management first reported a position in SPHY in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 40 funds tracked by Wall St. Rank hold SPHY as of Q2 2020.

  • Sonora Investment Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Sonora Investment Management sold 300 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2020, an estimated $7K.
  • Sonora Investment Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2020 and held it in 1 quarter.
  • Sonora Investment Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $7K in Q1 2020.
  • 40 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.