Baker Tilly Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Baker Tilly 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 Q4	–	Sell	-118,755	Closed	-$4.21M	–	563
2022 Q3	$4.21M	Buy	+118,755	New	+$4.78M	0.57%	34
2022 Q1	–	Sell	-90,925	Closed	-$3.82M	–	562
2021 Q4	$3.82M	Buy	+90,925	New	+$3.71M	0.41%	46

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

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

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

AOI

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

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

Baker Tilly Wealth Management's SPYD Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2022, closing a stake of 118,755 shares — an estimated $4.21M sold.

Baker Tilly Wealth Management first reported a position in SPYD in Q4 2021 and held it in 2 quarters. The position peaked at $4.21M in Q3 2022. 422 funds tracked by Wall St. Rank hold SPYD as of Q4 2022.

Baker Tilly Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 118,755 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2022, an estimated $4.21M.
Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 2 quarters.
Baker Tilly Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.21M in Q3 2022.
422 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.