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

Burleson & Co’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 Q4	$37.8K	Buy	955 +12	+1%	+$469	0.01%	192
2022 Q3	$33K	Buy	943 +914	+3,152%	+$36.8K	0.01%	217
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	397
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	384
2021 Q4	$1K	Buy	29 +1	+4%	+$41	﹤0.01%	343
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	337
2021 Q2	$1K	Hold	28	–	–	﹤0.01%	348
2021 Q1	$1K	Buy	+28	New	+$1.02K	﹤0.01%	352

Other funds holding SPYD

FCAS

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

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Burleson & Co's SPYD Position: Q4 2022 in Review

Burleson & Co increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.3% in Q4 2022, buying an estimated $469 and bringing the position to 955 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #192.

Burleson & Co first reported a position in SPYD in Q1 2021 and has held it in 8 quarters since. 422 funds tracked by Wall St. Rank hold SPYD as of Q4 2022.

Burleson & Co held 955 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $37.8K as of Q4 2022.
Burleson & Co bought 12 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2022, an estimated $469.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #192 holding.
Burleson & Co first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2021 and has held it in 8 quarters since.
422 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.