RFG Advisory LLC Has $5.56 Million Stock Holdings in SPDR Portfolio High Yield Bond ETF $SPHY

RFG Advisory LLC lifted its holdings in shares of SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY) by 12.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 237,138 shares of the company’s stock after purchasing an additional 26,921 shares during the period. RFG Advisory LLC’s holdings in SPDR Portfolio High Yield Bond ETF were worth $5,559,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. MCF Advisors LLC increased its holdings in SPDR Portfolio High Yield Bond ETF by 0.4% in the fourth quarter. MCF Advisors LLC now owns 119,148 shares of the company’s stock worth $2,820,000 after purchasing an additional 509 shares in the last quarter. BlueStem Wealth Partners LLC lifted its stake in SPDR Portfolio High Yield Bond ETF by 4.6% in the fourth quarter. BlueStem Wealth Partners LLC now owns 12,246 shares of the company’s stock valued at $290,000 after buying an additional 540 shares during the period. Laurel Oak Wealth Management LLC boosted its holdings in shares of SPDR Portfolio High Yield Bond ETF by 4.9% during the 1st quarter. Laurel Oak Wealth Management LLC now owns 13,152 shares of the company’s stock worth $307,000 after buying an additional 609 shares in the last quarter. Portland Financial Advisors Inc boosted its holdings in shares of SPDR Portfolio High Yield Bond ETF by 3.1% during the 4th quarter. Portland Financial Advisors Inc now owns 20,286 shares of the company’s stock worth $480,000 after buying an additional 618 shares in the last quarter. Finally, Physician Wealth Advisors Inc. boosted its holdings in shares of SPDR Portfolio High Yield Bond ETF by 54.7% during the 1st quarter. Physician Wealth Advisors Inc. now owns 1,762 shares of the company’s stock worth $41,000 after buying an additional 623 shares in the last quarter.

SPDR Portfolio High Yield Bond ETF Stock Down 0.1%

Shares of SPHY stock opened at $23.11 on Thursday. The company has a market cap of $11.55 billion, a price-to-earnings ratio of 7.31 and a beta of 0.38. SPDR Portfolio High Yield Bond ETF has a 52 week low of $23.02 and a 52 week high of $23.99. The firm has a 50 day moving average of $23.27 and a 200-day moving average of $23.37.

SPDR Portfolio High Yield Bond ETF Company Profile

The SPDR Portfolio High Yield Bond ETF (SPHY) is an exchange-traded fund that is based on the ICE BofA US High Yield index. The fund tracks an index that measures the performance of USD-denominated junk bonds. SPHY was launched on Jun 18, 2012 and is managed by State Street.