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

Buckingham Strategic Wealth’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 Q2	$330K	Hold	8,200	–	–	﹤0.01%	574
2024 Q1	$334K	Sell	8,200 -150	-2%	-$5.85K	﹤0.01%	563
2023 Q4	$327K	Hold	8,350	–	–	﹤0.01%	550
2023 Q3	$293K	Sell	8,350 -500	-6%	-$18.6K	﹤0.01%	529
2023 Q2	$328K	Buy	8,850 +650	+8%	+$24K	﹤0.01%	514
2023 Q1	$325K	Hold	8,200	–	–	0.01%	468
2022 Q4	$325K	Buy	+8,200	New	+$321K	0.01%	470

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Buckingham Strategic Wealth's SPYD Position: Q2 2024 in Review

Buckingham Strategic Wealth held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2024 at 8,200 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Buckingham Strategic Wealth first reported a position in SPYD in Q4 2022 and has held it in 7 quarters since. The position peaked at $334K in Q1 2024. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

Buckingham Strategic Wealth held 8,200 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $330K as of Q2 2024.
Buckingham Strategic Wealth left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2024.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #574 holding.
Buckingham Strategic Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 7 quarters since.
Buckingham Strategic Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $334K in Q1 2024.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.