B. Riley Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

B. Riley Wealth 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
2022 Q2	$2.07K	Buy	51,787 +2,612	+5%	+$112K	﹤0.01%	209
2022 Q1	$2.16M	Buy	49,175 +11,377	+30%	+$490K	0.17%	126
2021 Q4	$1.59M	Sell	37,798 -195	-0.5%	-$7.96K	0.11%	175
2021 Q3	$1.49M	Sell	37,993 -1,434	-4%	-$57.1K	0.11%	178
2021 Q2	$1.58M	Sell	39,427 -145	-0.4%	-$5.9K	0.17%	127
2021 Q1	$1.52M	Sell	39,572 -729	-2%	-$26.6K	0.18%	117
2020 Q4	$1.33M	Sell	40,301 -1,927	-5%	-$59.5K	0.17%	120
2020 Q3	$1.16M	Sell	42,228 -7,289	-15%	-$206K	0.14%	139
2020 Q2	$1.38M	Sell	49,517 -2,244	-4%	-$61.3K	0.15%	134
2020 Q1	$1.27M	Buy	51,761 +34,779	+205%	+$1.21M	0.13%	148
2019 Q4	$670K	Buy	+16,982	New	+$655K	0.1%	189

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

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

B. Riley Wealth Management's SPYD Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 5.3% in Q2 2022, buying an estimated $112K and bringing the position to 51,787 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

B. Riley Wealth Management first reported a position in SPYD in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.16M in Q1 2022. 387 funds tracked by Wall St. Rank hold SPYD as of Q2 2022.

B. Riley Wealth Management held 51,787 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.07K as of Q2 2022.
B. Riley Wealth Management bought 2,612 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2022, an estimated $112K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #209 holding.
B. Riley Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and has held it in 11 quarters since.
B. Riley Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.16M in Q1 2022.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.