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Wilbanks Smith & Thomas Asset Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$33.4M Buy
+1,422,012
New +$33.2M 0.93% 25

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

Wilbanks Smith & Thomas Asset Management's SPHY Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management opened a new position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q1 2024: 1,422,012 shares worth $33.4M. The stake represents 0.93% of the portfolio and ranks #25 among its holdings.

307 funds tracked by Wall St. Rank hold SPHY as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 1,422,012 shares of State Street SPDR Portfolio High Yield Bond ETF worth $33.4M as of Q1 2024.
  • State Street SPDR Portfolio High Yield Bond ETF was a new Wilbanks Smith & Thomas Asset Management position in Q1 2024.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.93% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #25 holding.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.