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

USAdvisors 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
-8,736
Closed -$202K – 135
2024
Q2 		$202K Buy
+8,736
New +$202K 0.07% 117
2024
Q1 		– Sell
-29,964
Closed -$671K – 141
2023
Q4 		$671K Hold
29,964
– – 0.28% 71
2023
Q3 		$671K Sell
29,964
-469
-2% -$10.7K 0.3% 71
2023
Q2 		$690K Buy
30,433
+688
+2% +$15.6K 0.33% 70
2023
Q1 		$684K Buy
29,745
+6,471
+28% +$147K 0.33% 72
2022
Q4 		$520K Buy
23,274
+451
+2% +$10.1K 0.25% 79
2022
Q3 		$498K Buy
22,823
+536
+2% +$12.3K 0.26% 78
2022
Q2 		$500K Buy
22,287
+318
+1% +$7.56K 0.25% 79
2022
Q1 		$551K Sell
21,969
-10,183
-32% -$260K 0.24% 80
2021
Q4 		$854K Buy
32,152
+1,416
+5% +$37.6K 0.35% 62
2021
Q3 		$823K Buy
30,736
+1,561
+5% +$41.8K 0.36% 60
2021
Q2 		$784K Buy
29,175
+5,872
+25% +$156K 0.43% 56
2021
Q1 		$619K Buy
+23,303
New +$618K 0.3% 66

Other funds holding SPHY

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $82.4B AUM 19.69% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

USAdvisors Wealth Management's SPHY Position: Q3 2024 in Review

USAdvisors Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2024, closing a stake of 8,736 shares — an estimated $202K sold.

USAdvisors Wealth Management first reported a position in SPHY in Q1 2021 and held it in 13 quarters. The position peaked at $854K in Q4 2021. 372 funds tracked by Wall St. Rank hold SPHY as of Q3 2024.

  • USAdvisors Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
  • USAdvisors Wealth Management sold 8,736 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2024, an estimated $202K.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2021 and held it in 13 quarters.
  • USAdvisors Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $854K in Q4 2021.
  • 372 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2024.

Based on USAdvisors Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.