Creative Financial Designs’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Creative Financial Designs’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
2025 Q1	–	Sell	-25	Closed	-$1.08K	–	2123
2024 Q4	$1.08K	Sell	25 -7	-22%	-$318	﹤0.01%	1684
2024 Q3	$1.46K	Hold	32	–	–	﹤0.01%	1556
2024 Q2	$1.29K	Sell	32 -393	-92%	-$15.8K	﹤0.01%	1523
2024 Q1	$17.3K	Hold	425	–	–	﹤0.01%	1008
2023 Q4	$16.7K	Sell	425 -614	-59%	-$22.1K	﹤0.01%	963
2023 Q3	$36.4K	Buy	1,039 +94	+10%	+$3.5K	﹤0.01%	713
2023 Q2	$35K	Hold	945	–	–	﹤0.01%	724
2023 Q1	$35.9K	Hold	945	–	–	﹤0.01%	666
2022 Q4	$37.4K	Buy	945 +393	+71%	+$15.4K	0.01%	625
2022 Q3	$20K	Sell	552 -504	-48%	-$20.3K	﹤0.01%	743
2022 Q2	$42K	Sell	1,056 -13	-1%	-$559	0.01%	582
2022 Q1	$47K	Sell	1,069 -232	-18%	-$9.99K	0.01%	574
2021 Q4	$55K	Sell	1,301 -712	-35%	-$29.1K	0.01%	555
2021 Q3	$79K	Hold	2,013	–	–	0.01%	498
2021 Q2	$81K	Hold	2,013	–	–	0.01%	482
2021 Q1	$78K	Sell	2,013 -224	-10%	-$8.16K	0.02%	466
2020 Q4	$74K	Hold	2,237	–	–	0.02%	436
2020 Q3	$61K	Buy	+2,237	New	+$63.2K	0.02%	428

Other funds holding SPYD

MYLI

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

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

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

AOI

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Financial Designs's SPYD Position: Q1 2025 in Review

Creative Financial Designs sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2025, closing a stake of 25 shares — an estimated $1.08K sold.

Creative Financial Designs first reported a position in SPYD in Q3 2020 and held it in 18 quarters. The position peaked at $81K in Q2 2021. 461 funds tracked by Wall St. Rank hold SPYD as of Q1 2025.

Creative Financial Designs reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 25 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2025, an estimated $1.08K.
Creative Financial Designs first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2020 and held it in 18 quarters.
Creative Financial Designs's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $81K in Q2 2021.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.