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WT Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

WT Wealth 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
2023
Q2 		– Sell
-10,851
Closed -$249K – 111
2023
Q1 		$249K Hold
10,851
– – 0.11% 100
2022
Q4 		$242K Buy
+10,851
New +$243K 0.12% 88
2020
Q1 		– Sell
-13,500
Closed -$355K – 84
2019
Q4 		$355K Buy
+13,500
New +$352K 0.27% 67

Other funds holding SPHY

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DIP
DT Investment Partners Chadds Ford, Pennsylvania $1.34B AUM 21.18% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SA
SAM Advisors Oakhurst, California $366M AUM 19.93% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

WT Wealth Management's SPHY Position: Q2 2023 in Review

WT Wealth Management sold out of State Street SPDR Portfolio High Yield Bond ETF (SPHY) in Q2 2023, closing a stake of 10,851 shares — an estimated $249K sold.

WT Wealth Management first reported a position in SPHY in Q4 2019 and held it in 3 quarters. The position peaked at $355K in Q4 2019. 177 funds tracked by Wall St. Rank hold SPHY as of Q2 2023.

  • WT Wealth Management reported no remaining State Street SPDR Portfolio High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • WT Wealth Management sold 10,851 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2023, an estimated $249K.
  • WT Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2019 and held it in 3 quarters.
  • WT Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $355K in Q4 2019.
  • 177 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.