Congress Park Capital’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Congress Park Capital’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 Q2	–	Sell	-5,772	Closed	-$219K	–	135
2023 Q1	$219K	Sell	5,772 -6,218	-52%	-$248K	0.11%	121
2022 Q4	$475K	Sell	11,990 -4,346	-27%	-$170K	0.28%	81
2022 Q3	$579K	Buy	16,336 +937	+6%	+$37.7K	0.34%	64
2022 Q2	$615K	Buy	+15,399	New	+$662K	0.37%	64
2021 Q3	–	Sell	-17,070	Closed	-$684K	–	149
2021 Q2	$684K	Buy	+17,070	New	+$694K	0.34%	64

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Congress Park Capital's SPYD Position: Q2 2023 in Review

Congress Park Capital sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2023, closing a stake of 5,772 shares — an estimated $219K sold.

Congress Park Capital first reported a position in SPYD in Q2 2021 and held it in 5 quarters. The position peaked at $684K in Q2 2021. 408 funds tracked by Wall St. Rank hold SPYD as of Q2 2023.

Congress Park Capital reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Congress Park Capital sold 5,772 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2023, an estimated $219K.
Congress Park Capital first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and held it in 5 quarters.
Congress Park Capital's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $684K in Q2 2021.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2023.

Based on Congress Park Capital's 13F filing for Q2 2023, filed 14 Jul 2023.