BWM
SPYD icon

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

Baystate 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
2023
Q4 		$7.91K Buy
+201
New +$7.22K ﹤0.01% 782

Other funds holding SPYD

PP
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baystate Wealth Management's SPYD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2023: 201 shares worth $7.91K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings.

419 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

  • Baystate Wealth Management held 201 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $7.91K as of Q4 2023.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Baystate Wealth Management position in Q4 2023.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #782 holding.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.