CW
SPYD icon

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

CIC 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
Q3 		– Sell
-9,785
Closed -$394K – 181
2024
Q2 		$394K Sell
9,785
-522
-5% -$20.9K 0.11% 110
2024
Q1 		$420K Buy
10,307
+337
+3% +$13.2K 0.12% 105
2023
Q4 		$391K Sell
9,970
-15,221
-60% -$547K 0.12% 108
2023
Q3 		$883K Buy
25,191
+7,923
+46% +$295K 0.32% 66
2023
Q2 		$640K Buy
+17,268
New +$638K 0.22% 82

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 $376B 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 $431B AUM 30.22% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return