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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
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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B 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