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

Aurora Private Wealth’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 Q4	–	Sell	-4,744	Closed	-$217K	–	168
2024 Q3	$217K	Buy	+4,744	New	+$206K	0.17%	140
2022 Q3	–	Sell	-5,353	Closed	-$214K	–	186
2022 Q2	$214K	Sell	5,353 -720	-12%	-$31K	0.1%	160
2022 Q1	$267K	Sell	6,073 -35	-0.6%	-$1.51K	0.11%	151
2021 Q4	$257K	Sell	6,108 -497	-8%	-$20.3K	0.11%	158
2021 Q3	$258K	Buy	+6,605	New	+$263K	0.1%	173
2021 Q2	–	Sell	-7,142	Closed	-$275K	–	221
2021 Q1	$275K	Buy	7,142 +73	+1%	+$2.66K	0.11%	163
2020 Q4	$233K	Sell	7,069 -813	-10%	-$25.1K	0.1%	179
2020 Q3	$216K	Sell	7,882 -191,306	-96%	-$5.41M	0.09%	170
2020 Q2	$5.55M	Sell	199,188 -119,377	-37%	-$3.26M	2.55%	8
2020 Q1	$7.84M	Buy	318,565 +165,637	+108%	+$5.77M	2.76%	6
2019 Q4	$6.04M	Buy	+152,928	New	+$5.9M	2.14%	8

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Aurora Private Wealth's SPYD Position: Q4 2024 in Review

Aurora Private Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 4,744 shares — an estimated $217K sold.

Aurora Private Wealth first reported a position in SPYD in Q4 2019 and held it in 11 quarters. The position peaked at $7.84M in Q1 2020. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Aurora Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Aurora Private Wealth sold 4,744 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $217K.
Aurora Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 11 quarters.
Aurora Private Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $7.84M in Q1 2020.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Aurora Private Wealth's 13F filing for Q4 2024, filed 22 Jan 2025.