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

Acorn Wealth 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
2023 Q3	–	Sell	-5,426	Closed	-$201K	–	190
2023 Q2	$201K	Sell	5,426 -68	-1%	-$2.51K	0.14%	169
2023 Q1	$209K	Buy	5,494 +24	+0.4%	+$959	0.15%	157
2022 Q4	$216K	Buy	+5,470	New	+$214K	0.17%	144
2022 Q3	–	Sell	-5,777	Closed	-$231K	–	163
2022 Q2	$231K	Sell	5,777 -154	-3%	-$6.62K	0.18%	143
2022 Q1	$261K	Sell	5,931 -62	-1%	-$2.67K	0.18%	142
2021 Q4	$252K	Sell	5,993 -274	-4%	-$11.2K	0.16%	147
2021 Q3	$245K	Sell	6,267 -80	-1%	-$3.18K	0.17%	142
2021 Q2	$254K	Sell	6,347 -65	-1%	-$2.64K	0.18%	139
2021 Q1	$247K	Sell	6,412 -422	-6%	-$15.4K	0.18%	131
2020 Q4	$225K	Sell	6,834 -918	-12%	-$28.4K	0.18%	130
2020 Q3	$212K	Sell	7,752 -13	-0.2%	-$367	0.19%	117
2020 Q2	$216K	Buy	+7,765	New	+$212K	0.2%	105
2020 Q1	–	Sell	-6,768	Closed	-$264K	–	125
2019 Q4	$264K	Sell	6,768 -81	-1%	-$3.12K	0.22%	97
2019 Q3	$266K	Sell	6,849 -113	-2%	-$4.23K	0.23%	95
2019 Q2	$256K	Sell	6,962 -365	-5%	-$13.8K	0.23%	93
2019 Q1	$284K	Buy	7,327 +75	+1%	+$2.77K	0.26%	81
2018 Q4	$254K	Sell	7,252 -20	-0.3%	-$731	0.26%	86
2018 Q3	$266K	Buy	7,272 +207	+3%	+$7.85K	0.26%	88
2018 Q2	$263K	Buy	7,065 +730	+12%	+$26.6K	0.22%	92
2018 Q1	$231K	Buy	6,335 +4,350	+219%	+$160K	0.2%	102
2017 Q4	$75K	Buy	+1,985	New	+$73.3K	0.07%	201

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Acorn Wealth Advisors's SPYD Position: Q3 2023 in Review

Acorn Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2023, closing a stake of 5,426 shares — an estimated $201K sold.

Acorn Wealth Advisors first reported a position in SPYD in Q4 2017 and held it in 21 quarters. The position peaked at $284K in Q1 2019. 389 funds tracked by Wall St. Rank hold SPYD as of Q3 2023.

Acorn Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2023 after selling out during the quarter.
Acorn Wealth Advisors sold 5,426 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2023, an estimated $201K.
Acorn Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2017 and held it in 21 quarters.
Acorn Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $284K in Q1 2019.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2023.

Based on Acorn Wealth Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.