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

Bright Futures 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
2024 Q4	–	Sell	-10,742	Closed	-$486K	–	215
2024 Q3	$486K	Buy	10,742 +136	+1%	+$5.91K	0.23%	119
2024 Q2	$454K	Hold	10,606	–	–	0.25%	116
2024 Q1	$423K	Buy	+10,606	New	+$414K	0.23%	121

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

Bright Futures Wealth Management's SPYD Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 10,742 shares — an estimated $486K sold.

Bright Futures Wealth Management first reported a position in SPYD in Q1 2024 and held it in 3 quarters. The position peaked at $486K in Q3 2024. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Bright Futures Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Bright Futures Wealth Management sold 10,742 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $486K.
Bright Futures Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and held it in 3 quarters.
Bright Futures Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $486K in Q3 2024.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.