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

Blue Bell Private 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 Q2	–	Sell	-8,882	Closed	-$338K	–	691
2023 Q1	$338K	Sell	8,882 -4,000	-31%	-$160K	0.1%	96
2022 Q4	$510K	Sell	12,882 -717	-5%	-$28K	0.17%	70
2022 Q3	$482K	Sell	13,599 -2,021	-13%	-$81.4K	0.17%	68
2022 Q2	$623K	Buy	+15,620	New	+$672K	0.21%	56

Other funds holding SPYD

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Blue Bell Private Wealth Management's SPYD Position: Q2 2023 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2023, closing a stake of 8,882 shares — an estimated $338K sold.

Blue Bell Private Wealth Management first reported a position in SPYD in Q2 2022 and held it in 4 quarters. The position peaked at $623K in Q2 2022. 408 funds tracked by Wall St. Rank hold SPYD as of Q2 2023.

Blue Bell Private Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 8,882 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2023, an estimated $338K.
Blue Bell Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2022 and held it in 4 quarters.
Blue Bell Private Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $623K in Q2 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.