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

Clear Harbor Asset 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
2020
Q4 		– Sell
-1,050
Closed -$28.8K – 669
2020
Q3 		$28.8K Buy
+1,050
New +$29.7K ﹤0.01% 453
2020
Q1 		– Sell
-700
Closed -$27.6K – 621
2019
Q4 		$27.6K Buy
+700
New +$27K ﹤0.01% 473

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Harbor Asset Management's SPYD Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2020, closing a stake of 1,050 shares — an estimated $28.8K sold.

Clear Harbor Asset Management first reported a position in SPYD in Q4 2019 and held it in 2 quarters. The position peaked at $28.8K in Q3 2020. 239 funds tracked by Wall St. Rank hold SPYD as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 1,050 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2020, an estimated $28.8K.
  • Clear Harbor Asset Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $28.8K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.