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Alpha Cubed Investments’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Alpha Cubed Investments’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
2018
Q4 		– Sell
-198,259
Closed -$7.31M – 302
2018
Q3 		$7.31M Buy
+198,259
New +$7.52M 0.85% 34

Other funds holding SPYD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Alpha Cubed Investments's SPYD Position: Q4 2018 in Review

Alpha Cubed Investments sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2018, closing a stake of 198,259 shares — an estimated $7.31M sold.

Alpha Cubed Investments first reported a position in SPYD in Q3 2018 and held it in 1 quarter. The position peaked at $7.31M in Q3 2018. 116 funds tracked by Wall St. Rank hold SPYD as of Q4 2018.

  • Alpha Cubed Investments reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2018 after selling out during the quarter.
  • Alpha Cubed Investments sold 198,259 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2018, an estimated $7.31M.
  • Alpha Cubed Investments first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2018 and held it in 1 quarter.
  • Alpha Cubed Investments's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $7.31M in Q3 2018.
  • 116 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2018.

Based on Alpha Cubed Investments's 13F filing for Q4 2018, filed 29 Jan 2019.