WBI Investments’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

WBI Investments’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	-18,407	Closed	-$454K	–	186
2022 Q1	$454K	Buy	18,407 +346	+2%	+$8.84K	0.07%	149
2021 Q4	$473K	Sell	18,061 -1,465	-8%	-$38.9K	0.08%	133
2021 Q3	$515K	Sell	19,526 -5,871	-23%	-$157K	0.09%	132
2021 Q2	$683K	Buy	+25,397	New	+$677K	0.1%	114

Other funds holding SPHY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.03B AUM 12.7% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return