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

Topel & Distasi 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 Q2	–	Sell	-88,831	Closed	-$2.23M	–	69
2022 Q1	$2.23M	Hold	88,831	–	–	0.93%	34
2021 Q4	$2.36M	Buy	+88,831	New	+$2.36M	0.96%	36

Other funds holding SPHY

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

Topel & Distasi Wealth Management's SPHY Position: Q2 2022 in Review

Topel & Distasi Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2022, closing a stake of 88,831 shares — an estimated $2.23M sold.

Topel & Distasi Wealth Management first reported a position in SPHY in Q4 2021 and held it in 2 quarters. The position peaked at $2.36M in Q4 2021. 115 funds tracked by Wall St. Rank hold SPHY as of Q2 2022.

Topel & Distasi Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
Topel & Distasi Wealth Management sold 88,831 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2022, an estimated $2.23M.
Topel & Distasi Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2021 and held it in 2 quarters.
Topel & Distasi Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $2.36M in Q4 2021.
115 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.