Tennessee Valley Asset Management Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Tennessee Valley Asset Management Partners’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 Q1	–	Sell	-284	Closed	-$6.65K	–	658
2023 Q4	$6.65K	Buy	+284	New	+$6.42K	﹤0.01%	519

Other funds holding SPHY

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SPHY Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2024, closing a stake of 284 shares — an estimated $6.65K sold.

Tennessee Valley Asset Management Partners first reported a position in SPHY in Q4 2023 and held it in 1 quarter. The position peaked at $6.65K in Q4 2023. 307 funds tracked by Wall St. Rank hold SPHY as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 284 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2024, an estimated $6.65K.
Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and held it in 1 quarter.
Tennessee Valley Asset Management Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $6.65K in Q4 2023.
307 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.