Avantax Planning Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Avantax Planning Partners’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
2021 Q2	–	Sell	-5,701	Closed	-$219K	–	344
2021 Q1	$219K	Buy	+5,701	New	+$208K	0.01%	284
2020 Q4	–	Sell	-11,868	Closed	-$325K	–	310
2020 Q3	$325K	Buy	11,868 +4,039	+52%	+$114K	0.02%	221
2020 Q2	$218K	Sell	7,829 -74,682	-91%	-$2.04M	0.01%	253
2020 Q1	$2.03M	Buy	82,511 +63,012	+323%	+$2.19M	0.14%	59
2019 Q4	$769K	Buy	19,499 +14,116	+262%	+$544K	0.05%	132
2019 Q3	$204K	Sell	5,383 -79	-1%	-$2.95K	0.01%	293
2019 Q2	$209K	Hold	5,462	–	–	0.01%	282
2019 Q1	$207K	Sell	5,462 -98,120	-95%	-$3.62M	0.01%	277
2018 Q4	$3.53M	Buy	103,582 +102,166	+7,215%	+$3.73M	0.27%	32
2018 Q3	$53K	Buy	+1,416	New	+$53.7K	﹤0.01%	474

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Avantax Planning Partners's SPYD Position: Q2 2021 in Review

Avantax Planning Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2021, closing a stake of 5,701 shares — an estimated $219K sold.

Avantax Planning Partners first reported a position in SPYD in Q3 2018 and held it in 10 quarters. The position peaked at $3.53M in Q4 2018. 287 funds tracked by Wall St. Rank hold SPYD as of Q2 2021.

Avantax Planning Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2021 after selling out during the quarter.
Avantax Planning Partners sold 5,701 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2021, an estimated $219K.
Avantax Planning Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2018 and held it in 10 quarters.
Avantax Planning Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.53M in Q4 2018.
287 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2021.

Based on Avantax Planning Partners's 13F filing for Q2 2021, filed 10 Aug 2021.