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Bivin & Associates’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Bivin & Associates’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 		– Sell
-50
Closed -$2K – 364
2022
Q1 		$2K Buy
+50
New +$2.15K ﹤0.01% 259

Other funds holding SPYD

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bivin & Associates's SPYD Position: Q2 2022 in Review

Bivin & Associates sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2022, closing a stake of 50 shares — an estimated $2K sold.

Bivin & Associates first reported a position in SPYD in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 387 funds tracked by Wall St. Rank hold SPYD as of Q2 2022.

  • Bivin & Associates reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • Bivin & Associates sold 50 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2022, an estimated $2K.
  • Bivin & Associates first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and held it in 1 quarter.
  • Bivin & Associates's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2K 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 Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.