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

Asset Management Resources’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	$3.09M	Buy	78,722 +10,804	+16%	+$388K	1.76%	14
2023 Q3	$2.38M	Buy	+67,918	New	+$2.53M	1.48%	11

Other funds holding SPYD

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Asset Management Resources's SPYD Position: Q4 2023 in Review

Asset Management Resources increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 16% in Q4 2023, buying an estimated $388K and bringing the position to 78,722 shares worth $3.09M. The position accounts for 1.76% of the portfolio, ranked #14.

Asset Management Resources first reported a position in SPYD in Q3 2023 and has held it in 2 quarters since. 420 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

Asset Management Resources held 78,722 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.09M as of Q4 2023.
Asset Management Resources bought 10,804 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2023, an estimated $388K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 1.76% of Asset Management Resources's portfolio in Q4 2023, its #14 holding.
Asset Management Resources first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2023 and has held it in 2 quarters since.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.