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

Cedar 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
-225
Closed -$10.3K – 245
2024
Q3 		$10.3K Hold
225
– – ﹤0.01% 215
2024
Q2 		$9.05K Buy
225
+100
+80% +$4.01K ﹤0.01% 233
2024
Q1 		$5.09K Buy
+125
New +$4.88K ﹤0.01% 282
2022
Q4 		– Sell
-1,738
Closed -$62K – 333
2022
Q3 		$62K Buy
1,738
+1,588
+1,059% +$63.9K 0.03% 154
2022
Q2 		$6K Hold
150
– – ﹤0.01% 283
2022
Q1 		$7K Sell
150
-2
-1% -$86 ﹤0.01% 310
2021
Q4 		$6K Hold
152
– – ﹤0.01% 307
2021
Q3 		$6K Buy
152
+50
+49% +$1.99K ﹤0.01% 247
2021
Q2 		$4K Buy
102
+100
+5,000% +$4.07K ﹤0.01% 255
2021
Q1 		$0 Buy
2
+1
+100% +$36 ﹤0.01% 248
2020
Q4 		$0 Hold
1
– – ﹤0.01% 243
2020
Q3 		$0 Hold
1
– – ﹤0.01% 227
2020
Q2 		$0 Buy
+1
New +$27 ﹤0.01% 239

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cedar Wealth Management's SPYD Position: Q4 2024 in Review

Cedar Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 225 shares — an estimated $10.3K sold.

Cedar Wealth Management first reported a position in SPYD in Q2 2020 and held it in 13 quarters. The position peaked at $62K in Q3 2022. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

  • Cedar 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.
  • Cedar Wealth Management sold 225 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $10.3K.
  • Cedar Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2020 and held it in 13 quarters.
  • Cedar Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $62K in Q3 2022.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.