Concert Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Concert Wealth 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
2016 Q4	–	Sell	-8,286	Closed	-$286K	–	877
2016 Q3	$286K	Buy	+8,286	New	+$284K	0.03%	513

Other funds holding SPYD

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concert Wealth Management's SPYD Position: Q4 2016 in Review

Concert Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2016, closing a stake of 8,286 shares — an estimated $286K sold.

Concert Wealth Management first reported a position in SPYD in Q3 2016 and held it in 1 quarter. The position peaked at $286K in Q3 2016. 19 funds tracked by Wall St. Rank hold SPYD as of Q4 2016.

Concert Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 8,286 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2016, an estimated $286K.
Concert Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2016 and held it in 1 quarter.
Concert Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $286K in Q3 2016.
19 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.