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

Baldwin Wealth 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
2024 Q4	–	Sell	-1,288	Closed	-$58.8K	–	897
2024 Q3	$58.8K	Hold	1,288	–	–	﹤0.01%	517
2024 Q2	$51.8K	Hold	1,288	–	–	﹤0.01%	344
2024 Q1	$52.4K	Hold	1,288	–	–	﹤0.01%	362
2023 Q4	$50.5K	Hold	1,288	–	–	﹤0.01%	375
2023 Q3	$45.2K	Hold	1,288	–	–	﹤0.01%	407
2023 Q2	$47.8K	Sell	1,288 -150	-10%	-$5.54K	﹤0.01%	420
2023 Q1	$54.6K	Hold	1,438	–	–	﹤0.01%	419
2022 Q4	$56.9K	Hold	1,438	–	–	0.01%	399
2022 Q3	$51K	Hold	1,438	–	–	0.01%	331
2022 Q2	$57K	Buy	1,438 +281	+24%	+$12.1K	0.01%	334
2022 Q1	$51K	Hold	1,157	–	–	0.01%	371
2021 Q4	$49K	Hold	1,157	–	–	﹤0.01%	348
2021 Q3	$45K	Hold	1,157	–	–	0.01%	361
2021 Q2	$46K	Hold	1,157	–	–	0.01%	368
2021 Q1	$45K	Hold	1,157	–	–	0.01%	354
2020 Q4	$38K	Sell	1,157 -1,075	-48%	-$33.2K	﹤0.01%	347
2020 Q3	$61K	Buy	2,232 +549	+33%	+$15.5K	0.01%	270
2020 Q2	$47K	Hold	1,683	–	–	0.01%	301
2020 Q1	$41K	Buy	1,683 +34	+2%	+$1.18K	0.01%	302
2019 Q4	$65K	Buy	1,649 +1,199	+266%	+$46.2K	0.01%	288
2019 Q3	$17K	Buy	+450	New	+$16.8K	﹤0.01%	419

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

Baldwin Wealth Partners's SPYD Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 1,288 shares — an estimated $58.8K sold.

Baldwin Wealth Partners first reported a position in SPYD in Q3 2019 and held it in 21 quarters. The position peaked at $65K in Q4 2019. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,288 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $58.8K.
Baldwin Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and held it in 21 quarters.
Baldwin Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $65K in Q4 2019.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

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