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Diversify Advisory Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Diversify Advisory Services’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
Q4 		– Sell
-5,532
Closed -$253K – 683
2024
Q3 		$253K Buy
+5,532
New +$240K 0.01% 541
2024
Q2 		– Sell
-7,086
Closed -$286K – 713
2024
Q1 		$286K Buy
+7,086
New +$277K 0.02% 543

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diversify Advisory Services's SPYD Position: Q4 2024 in Review

Diversify Advisory Services sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 5,532 shares — an estimated $253K sold.

Diversify Advisory Services first reported a position in SPYD in Q1 2024 and held it in 2 quarters. The position peaked at $286K in Q1 2024. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

  • Diversify Advisory Services reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 5,532 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $253K.
  • Diversify Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $286K in Q1 2024.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.