WealthPLAN Partners’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

WealthPLAN Partners’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	-26,814	Closed	-$623K	–	297
2024 Q2	$623K	Buy	26,814 +273	+1%	+$6.33K	0.07%	183
2024 Q1	$623K	Sell	26,541 -497	-2%	-$11.6K	0.06%	182
2023 Q4	$632K	Sell	27,038 -1,320	-5%	-$29.8K	0.07%	191
2023 Q3	$636K	Sell	28,358 -1,371	-5%	-$31.1K	0.07%	176
2023 Q2	$679K	Sell	29,729 -1,578	-5%	-$35.8K	0.1%	159
2023 Q1	$719K	Buy	31,307 +9	+0%	+$205	0.08%	168
2022 Q4	$715K	Buy	+31,298	New	+$701K	0.05%	208

Other funds holding SPHY

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

WealthPLAN Partners's SPHY Position: Q3 2024 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q3 2024, closing a stake of 26,814 shares — an estimated $623K sold.

WealthPLAN Partners first reported a position in SPHY in Q4 2022 and held it in 7 quarters. The position peaked at $719K in Q1 2023. 373 funds tracked by Wall St. Rank hold SPHY as of Q3 2024.

WealthPLAN Partners reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q3 2024 after selling out during the quarter.
WealthPLAN Partners sold 26,814 State Street SPDR Portfolio High Yield Bond ETF shares in Q3 2024, an estimated $623K.
WealthPLAN Partners first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2022 and held it in 7 quarters.
WealthPLAN Partners's State Street SPDR Portfolio High Yield Bond ETF position peaked at $719K in Q1 2023.
373 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.