Bank Julius Baer & Co
SPYD icon

Bank Julius Baer & Co’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Bank Julius Baer & Co’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
2026
Q1 		$683K Hold
15,000
– – ﹤0.01% 410
2025
Q4 		$649K Sell
15,000
-24,700
-62% -$1.07M ﹤0.01% 402
2025
Q3 		$1.75M Buy
39,700
+14,900
+60% +$653K ﹤0.01% 336
2025
Q2 		$1.05M Hold
24,800
– – ﹤0.01% 333
2025
Q1 		$1.1M Buy
24,800
+2,327
+10% +$102K ﹤0.01% 311
2024
Q4 		$1.07M Buy
22,473
+1,553
+7% +$70.4K ﹤0.01% 310
2024
Q3 		$1.13M Sell
20,920
-9,290
-31% -$403K ﹤0.01% 280
2024
Q2 		$1.35M Sell
30,210
-6,610
-18% -$265K 0.01% 222
2024
Q1 		$1.5M Hold
36,820
– – 0.01% 240
2023
Q4 		$1.44M Sell
36,820
-452
-1% -$16.2K 0.01% 256
2023
Q3 		$1.31M Buy
37,272
+5,056
+16% +$188K 0.01% 241
2023
Q2 		$1.2M Sell
32,216
-604
-2% -$22.3K 0.01% 253
2023
Q1 		$1.25M Buy
32,820
+8,820
+37% +$352K 0.01% 247
2022
Q4 		$950K Buy
24,000
+7,071
+42% +$277K 0.01% 273
2022
Q3 		$600K Buy
+16,929
New +$682K ﹤0.01% 318

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return