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Tyler-Stone Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-2,378
Closed -$55.2K – 855
2024
Q2 		$55.2K Hold
2,378
– – 0.02% 353
2024
Q1 		$55.8K Buy
+2,378
New +$55.5K 0.02% 356

Other funds holding SPHY

SEI Investments
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Tyler-Stone Wealth Management's SPHY Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2024, closing a stake of 2,378 shares — an estimated $55.2K sold.

Tyler-Stone Wealth Management first reported a position in SPHY in Q1 2024 and held it in 2 quarters. The position peaked at $55.8K in Q1 2024. 373 funds tracked by Wall St. Rank hold SPHY as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 2,378 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2024, an estimated $55.2K.
  • Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $55.8K in Q1 2024.
  • 373 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.