Triad Financial Advisors’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Triad Financial Advisors’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 Q3	$465K	Buy	20,751 +1,036	+5%	+$23.5K	0.16%	52
2023 Q2	$450K	Buy	19,715 +61	+0.3%	+$1.38K	0.18%	53
2023 Q1	$452K	Buy	19,654 +12	+0.1%	+$273	0.2%	48
2022 Q4	$439K	Buy	+19,642	New	+$440K	0.2%	55

Other funds holding SPHY

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MERSOM

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

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

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

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

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

OPAM

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

Triad Financial Advisors's SPHY Position: Q3 2023 in Review

Triad Financial Advisors increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 5.3% in Q3 2023, buying an estimated $23.5K and bringing the position to 20,751 shares worth $465K. The position accounts for 0.16% of the portfolio, ranked #52.

Triad Financial Advisors first reported a position in SPHY in Q4 2022 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold SPHY as of Q3 2023.

Triad Financial Advisors held 20,751 shares of State Street SPDR Portfolio High Yield Bond ETF worth $465K as of Q3 2023.
Triad Financial Advisors bought 1,036 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2023, an estimated $23.5K.
State Street SPDR Portfolio High Yield Bond ETF made up 0.16% of Triad Financial Advisors's portfolio in Q3 2023, its #52 holding.
Triad Financial Advisors first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and has held it in 4 quarters since.
207 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.