Clarfeld Financial Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$341K	Buy	+10,000	New	+$366K	0.28%	33

Other funds holding SPYD

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

Clarfeld Financial Advisors's SPYD Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2018: 10,000 shares worth $341K. The stake represents 0.28% of the portfolio and ranks #33 among its holdings.

116 funds tracked by Wall St. Rank hold SPYD as of Q4 2018.

Clarfeld Financial Advisors held 10,000 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $341K as of Q4 2018.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Clarfeld Financial Advisors position in Q4 2018.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.28% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #33 holding.
116 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.