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

D'Orazio & 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
2021 Q2	–	Sell	-35	Closed	-$1K	–	421
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	369
2020 Q4	$1K	Buy	35 +1	+3%	+$31	﹤0.01%	334
2020 Q3	$1K	Hold	34	–	–	﹤0.01%	309
2020 Q2	$1K	Buy	34 +1	+3%	+$27	﹤0.01%	324
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	319
2019 Q4	$1K	Buy	33 +1	+3%	+$39	﹤0.01%	336
2019 Q3	$1K	Hold	32	–	–	﹤0.01%	338
2019 Q2	$1K	Hold	32	–	–	﹤0.01%	324
2019 Q1	$1K	Buy	32 +1	+3%	+$37	﹤0.01%	347
2018 Q4	$1K	Hold	31	–	–	﹤0.01%	291
2018 Q3	$1K	Hold	31	–	–	﹤0.01%	273
2018 Q2	$1K	Buy	31 +1	+3%	+$36	﹤0.01%	262
2018 Q1	$1K	Buy	+30	New	+$1.1K	﹤0.01%	276

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D'Orazio & Associates's SPYD Position: Q2 2021 in Review

D'Orazio & Associates sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2021, closing a stake of 35 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in SPYD in Q1 2018 and held it in 13 quarters. The position peaked at $1K in Q1 2021. 287 funds tracked by Wall St. Rank hold SPYD as of Q2 2021.

D'Orazio & Associates reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2021 after selling out during the quarter.
D'Orazio & Associates sold 35 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2021, an estimated $1K.
D'Orazio & Associates first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2018 and held it in 13 quarters.
D'Orazio & Associates's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1K in Q1 2021.
287 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2021.

Based on D'Orazio & Associates's 13F filing for Q2 2021, filed 4 Aug 2021.