Clear Creek Financial Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Clear Creek Financial 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	-6,057	Closed	-$276K	–	511
2024 Q3	$276K	Buy	+6,057	New	+$263K	0.03%	365
2020 Q3	–	Sell	-7,477	Closed	-$208K	–	244
2020 Q2	$208K	Buy	+7,477	New	+$204K	0.05%	220
2020 Q1	–	Sell	-14,553	Closed	-$573K	–	191
2019 Q4	$573K	Sell	14,553 -121,261	-89%	-$4.68M	0.23%	54
2019 Q3	$5.28M	Sell	135,814 -5,690	-4%	-$213K	2.56%	12
2019 Q2	$5.38M	Buy	+141,504	New	+$5.36M	2.3%	11

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

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

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

Clear Creek Financial Management's SPYD Position: Q4 2024 in Review

Clear Creek Financial Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 6,057 shares — an estimated $276K sold.

Clear Creek Financial Management first reported a position in SPYD in Q2 2019 and held it in 5 quarters. The position peaked at $5.38M in Q2 2019. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Clear Creek Financial 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.
Clear Creek Financial Management sold 6,057 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $276K.
Clear Creek Financial Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2019 and held it in 5 quarters.
Clear Creek Financial Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $5.38M in Q2 2019.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Clear Creek Financial Management's 13F filing for Q4 2024, filed 24 Jan 2025.