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

Clear Perspectives Financial Planning’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
2023 Q1	–	Sell	-99,909	Closed	-$3.95M	–	230
2022 Q4	$3.95M	Sell	99,909 -2,250	-2%	-$88K	2.1%	17
2022 Q3	$3.62M	Buy	102,159 +11,294	+12%	+$455K	1.78%	14
2022 Q2	$3.63M	Buy	+90,865	New	+$3.91M	1.41%	15

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

PIM

Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Clear Perspectives Financial Planning's SPYD Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2023, closing a stake of 99,909 shares — an estimated $3.95M sold.

Clear Perspectives Financial Planning first reported a position in SPYD in Q2 2022 and held it in 3 quarters. The position peaked at $3.95M in Q4 2022. 415 funds tracked by Wall St. Rank hold SPYD as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 99,909 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2023, an estimated $3.95M.
Clear Perspectives Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2022 and held it in 3 quarters.
Clear Perspectives Financial Planning's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.95M in Q4 2022.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.