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West Wealth Group’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

West Wealth Group’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
Q1 		– Sell
-24,671
Closed -$577K – 92
2023
Q4 		$577K Buy
+24,671
New +$557K 0.23% 39

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Wealth Group's SPHY Position: Q1 2024 in Review

West Wealth Group sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2024, closing a stake of 24,671 shares — an estimated $577K sold.

West Wealth Group first reported a position in SPHY in Q4 2023 and held it in 1 quarter. The position peaked at $577K in Q4 2023. 307 funds tracked by Wall St. Rank hold SPHY as of Q1 2024.

  • West Wealth Group reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q1 2024 after selling out during the quarter.
  • West Wealth Group sold 24,671 State Street SPDR Portfolio High Yield Bond ETF shares in Q1 2024, an estimated $577K.
  • West Wealth Group first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2023 and held it in 1 quarter.
  • West Wealth Group's State Street SPDR Portfolio High Yield Bond ETF position peaked at $577K in Q4 2023.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.