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

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

LPL Financial San Diego, California $376B 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return