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

Edge Capital 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
2023 Q4	–	Sell	-11,611	Closed	-$407K	–	311
2023 Q3	$407K	Buy	11,611 +2,869	+33%	+$107K	0.03%	205
2023 Q2	$324K	Hold	8,742	–	–	0.02%	251
2023 Q1	$332K	Hold	8,742	–	–	0.02%	249
2022 Q4	$346K	Hold	8,742	–	–	0.02%	229
2022 Q3	$310K	Buy	+8,742	New	+$352K	0.03%	228

Other funds holding SPYD

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

MYLI

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Edge Capital Group's SPYD Position: Q4 2023 in Review

Edge Capital Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2023, closing a stake of 11,611 shares — an estimated $407K sold.

Edge Capital Group first reported a position in SPYD in Q3 2022 and held it in 5 quarters. The position peaked at $407K in Q3 2023. 419 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

Edge Capital Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2023 after selling out during the quarter.
Edge Capital Group sold 11,611 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2023, an estimated $407K.
Edge Capital Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and held it in 5 quarters.
Edge Capital Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $407K in Q3 2023.
419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on Edge Capital Group's 13F filing for Q4 2023, filed 13 Feb 2024.