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

Avidian Wealth Enterprises’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 Q2	–	Sell	-11,763	Closed	-$447K	–	483
2023 Q1	$447K	Buy	11,763 +116	+1%	+$4.63K	0.02%	311
2022 Q4	$461K	Buy	11,647 +3,135	+37%	+$123K	0.03%	287
2022 Q3	$302K	Buy	8,512 +382	+5%	+$15.4K	0.02%	321
2022 Q2	$324K	Buy	8,130 +98	+1%	+$4.21K	0.02%	336
2022 Q1	$353K	Buy	8,032 +119	+2%	+$5.13K	0.02%	360
2021 Q4	$333K	Buy	7,913 +1,524	+24%	+$62.2K	0.02%	384
2021 Q3	$250K	Buy	+6,389	New	+$254K	0.02%	326

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

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

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

AOI

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

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

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

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

Avidian Wealth Enterprises's SPYD Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2023, closing a stake of 11,763 shares — an estimated $447K sold.

Avidian Wealth Enterprises first reported a position in SPYD in Q3 2021 and held it in 7 quarters. The position peaked at $461K in Q4 2022. 408 funds tracked by Wall St. Rank hold SPYD as of Q2 2023.

Avidian Wealth Enterprises reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 11,763 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2023, an estimated $447K.
Avidian Wealth Enterprises first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and held it in 7 quarters.
Avidian Wealth Enterprises's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $461K in Q4 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.