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Crumly & Associates’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Crumly & Associates’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
2020
Q1 		– Sell
-21,311
Closed -$841K – 64
2019
Q4 		$841K Buy
+21,311
New +$822K 0.87% 24

Other funds holding SPYD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

Crumly & Associates's SPYD Position: Q1 2020 in Review

Crumly & Associates sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2020, closing a stake of 21,311 shares — an estimated $841K sold.

Crumly & Associates first reported a position in SPYD in Q4 2019 and held it in 1 quarter. The position peaked at $841K in Q4 2019. 207 funds tracked by Wall St. Rank hold SPYD as of Q1 2020.

  • Crumly & Associates reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Crumly & Associates sold 21,311 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2020, an estimated $841K.
  • Crumly & Associates first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Crumly & Associates's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $841K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2020.

Based on Crumly & Associates's 13F filing for Q1 2020, filed 21 Apr 2020.