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

Aspen Investment 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
2023 Q4	–	Sell	-8,149	Closed	-$285K	–	149
2023 Q3	$285K	Sell	8,149 -27,694	-77%	-$1.03M	0.17%	121
2023 Q2	$1.33M	Sell	35,843 -22,270	-38%	-$822K	0.79%	36
2023 Q1	$2.21M	Buy	58,113 +35	+0.1%	+$1.4K	1.41%	19
2022 Q4	$2.3M	Buy	58,078 +351	+0.6%	+$13.7K	1.5%	16
2022 Q3	$2.05M	Buy	57,727 +383	+0.7%	+$15.4K	1.37%	18
2022 Q2	$2.29M	Buy	57,344 +6,059	+12%	+$261K	1.43%	18
2022 Q1	$2.25M	Buy	51,285 +32,287	+170%	+$1.39M	1.18%	25
2021 Q4	$799K	Buy	+18,998	New	+$775K	0.39%	85

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Aspen Investment Management's SPYD Position: Q4 2023 in Review

Aspen Investment Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2023, closing a stake of 8,149 shares — an estimated $285K sold.

Aspen Investment Management first reported a position in SPYD in Q4 2021 and held it in 8 quarters. The position peaked at $2.3M in Q4 2022. 419 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

Aspen Investment Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2023 after selling out during the quarter.
Aspen Investment Management sold 8,149 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2023, an estimated $285K.
Aspen Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 8 quarters.
Aspen Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.3M in Q4 2022.
419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on Aspen Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.