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

Clear Point 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
2024
Q4 		– Sell
-538
Closed -$24.6K – 473
2024
Q3 		$24.6K Buy
538
+5
+0.9% +$217 0.02% 270
2024
Q2 		$21.4K Sell
533
-793
-60% -$31.8K 0.02% 267
2024
Q1 		$54K Buy
1,326
+5
+0.4% +$195 0.04% 194
2023
Q4 		$51.8K Buy
+1,321
New +$47.4K 0.05% 186

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 $377B 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 $432B AUM 30.22% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Point Advisors's SPYD Position: Q4 2024 in Review

Clear Point Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 538 shares — an estimated $24.6K sold.

Clear Point Advisors first reported a position in SPYD in Q4 2023 and held it in 4 quarters. The position peaked at $54K in Q1 2024. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

  • Clear Point Advisors 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 Point Advisors sold 538 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $24.6K.
  • Clear Point Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $54K in Q1 2024.
  • 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 Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.