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

Ameliora Wealth Management’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
2024 Q2	–	Sell	-350	Closed	-$14.2K	–	195
2024 Q1	$14.2K	Hold	350	–	–	0.01%	167
2023 Q4	$13.7K	Hold	350	–	–	0.01%	151
2023 Q3	$12.3K	Hold	350	–	–	0.01%	180
2023 Q2	$13K	Hold	350	–	–	0.01%	161
2023 Q1	$13.3K	Hold	350	–	–	0.01%	177
2022 Q4	$13.9K	Buy	350 +183	+110%	+$7.16K	0.01%	197
2022 Q3	$5K	Buy	+167	New	+$6.72K	﹤0.01%	206

Other funds holding SPYD

MYLI

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameliora Wealth Management's SPYD Position: Q2 2024 in Review

Ameliora Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2024, closing a stake of 350 shares — an estimated $14.2K sold.

Ameliora Wealth Management first reported a position in SPYD in Q3 2022 and held it in 7 quarters. The position peaked at $14.2K in Q1 2024. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

Ameliora Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Ameliora Wealth Management sold 350 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2024, an estimated $14.2K.
Ameliora Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and held it in 7 quarters.
Ameliora Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $14.2K in Q1 2024.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Ameliora Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.