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

Custom Portfolio Group’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	$1.97K	Hold	49	–	–	﹤0.01%	216
2024 Q1	$2K	Hold	49	–	–	﹤0.01%	219
2023 Q4	$1.92K	Buy	+49	New	+$1.76K	﹤0.01%	214

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

Custom Portfolio Group's SPYD Position: Q2 2024 in Review

Custom Portfolio Group held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2024 at 49 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Custom Portfolio Group first reported a position in SPYD in Q4 2023 and has held it in 3 quarters since. The position peaked at $2K in Q1 2024. 412 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

Custom Portfolio Group held 49 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.97K as of Q2 2024.
Custom Portfolio Group left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2024.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #216 holding.
Custom Portfolio Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 3 quarters since.
Custom Portfolio Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2K in Q1 2024.
412 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.