Spire Wealth Management’s Xtrackers USD High Yield Corporate Bond ETF HYLB Stock Holding History

Spire Wealth Management’s Portfolio HYLB Stock Details HYLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-162	Closed	-$5.75K	–	2215
2024 Q2	$5.75K	Sell	162 -170	-51%	-$6K	﹤0.01%	1794
2024 Q1	$11.8K	Buy	332 +151	+83%	+$5.36K	﹤0.01%	1667
2023 Q4	$6.43K	Hold	181	–	–	﹤0.01%	1890
2023 Q3	$6.14K	Buy	+181	New	+$6.21K	﹤0.01%	1885
2023 Q2	–	Sell	-356	Closed	-$12.4K	–	2457
2023 Q1	$12.4K	Buy	+356	New	+$12.2K	﹤0.01%	1776
2022 Q3	–	Sell	-33,538	Closed	-$1.13M	–	2371
2022 Q2	$1.13M	Buy	33,538 +7,648	+30%	+$272K	0.05%	309
2022 Q1	$977K	Buy	25,890 +591	+2%	+$22.6K	0.03%	394
2021 Q4	$1.01M	Buy	25,299 +102	+0.4%	+$4.05K	0.02%	464
2021 Q3	$1.01M	Hold	25,197	–	–	0.03%	413
2021 Q2	$1.02M	Sell	25,197 -163	-0.6%	-$6.53K	0.03%	421
2021 Q1	$1.01M	Buy	+25,360	New	+$1.01M	0.03%	432

Other funds holding HYLB

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Spire Wealth Management's HYLB Position: Q3 2024 in Review

Spire Wealth Management sold out of Xtrackers USD High Yield Corporate Bond ETF (HYLB) in Q3 2024, closing a stake of 162 shares — an estimated $5.75K sold.

Spire Wealth Management first reported a position in HYLB in Q1 2021 and held it in 11 quarters. The position peaked at $1.13M in Q2 2022. 227 funds tracked by Wall St. Rank hold HYLB as of Q3 2024.

Spire Wealth Management reported no remaining Xtrackers USD High Yield Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
Spire Wealth Management sold 162 Xtrackers USD High Yield Corporate Bond ETF shares in Q3 2024, an estimated $5.75K.
Spire Wealth Management first reported a position in Xtrackers USD High Yield Corporate Bond ETF in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Xtrackers USD High Yield Corporate Bond ETF position peaked at $1.13M in Q2 2022.
227 funds tracked by Wall St. Rank held Xtrackers USD High Yield Corporate Bond ETF as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.