Coombe, Bender & Co’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Coombe, Bender & Co’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 Q2	$224K	Buy	5,579 +149	+3%	+$5.98K	0.13%	70
2024 Q1	$221K	Sell	5,430 -2,775	-34%	-$108K	0.13%	67
2023 Q4	$322K	Sell	8,205 -79,815	-91%	-$2.87M	0.2%	65
2023 Q3	$3.09M	Buy	88,020 +3,214	+4%	+$120K	2.32%	15
2023 Q2	$3.14M	Buy	84,806 +4,812	+6%	+$178K	2.29%	14
2023 Q1	$3.04M	Sell	79,994 -28,297	-26%	-$1.13M	2.38%	13
2022 Q4	$4.29M	Sell	108,291 -3,417	-3%	-$134K	3.91%	5
2022 Q3	$3.96M	Buy	111,708 +1,723	+2%	+$69.4K	3.52%	6
2022 Q2	$4.39M	Buy	+109,985	New	+$4.73M	3.72%	5

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOI

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Coombe, Bender & Co's SPYD Position: Q2 2024 in Review

Coombe, Bender & Co increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.7% in Q2 2024, buying an estimated $5.98K and bringing the position to 5,579 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #70.

Coombe, Bender & Co first reported a position in SPYD in Q2 2022 and has held it in 9 quarters since. The position peaked at $4.39M in Q2 2022. 412 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

Coombe, Bender & Co held 5,579 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $224K as of Q2 2024.
Coombe, Bender & Co bought 149 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2024, an estimated $5.98K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.13% of Coombe, Bender & Co's portfolio in Q2 2024, its #70 holding.
Coombe, Bender & Co first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.39M in Q2 2022.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.