Ackerman Capital Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Ackerman Capital Advisors’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-12,597	Closed	-$497K	–	185
2019 Q4	$497K	Buy	12,597 +158	+1%	+$6.09K	0.15%	83
2019 Q3	$472K	Buy	12,439 +146	+1%	+$5.46K	0.16%	74
2019 Q2	$468	Buy	12,293 +5,517	+81%	+$209K	﹤0.01%	108
2019 Q1	$256	Hold	6,776	–	–	﹤0.01%	141
2018 Q4	$231	Buy	+6,776	New	+$248K	0.02%	126

Other funds holding SPYD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCPWM

Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

Ackerman Capital Advisors's SPYD Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2020, closing a stake of 12,597 shares — an estimated $497K sold.

Ackerman Capital Advisors first reported a position in SPYD in Q4 2018 and held it in 5 quarters. The position peaked at $497K in Q4 2019. 207 funds tracked by Wall St. Rank hold SPYD as of Q1 2020.

Ackerman Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 12,597 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2020, an estimated $497K.
Ackerman Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and held it in 5 quarters.
Ackerman Capital Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $497K in Q4 2019.
207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.