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

Ehrlich Financial 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
Q1 		– Sell
-7,787
Closed -$305K – 108
2023
Q4 		$305K Buy
+7,787
New +$280K 0.31% 69

Other funds holding SPYD

PP
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ehrlich Financial Group's SPYD Position: Q1 2024 in Review

Ehrlich Financial Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 7,787 shares — an estimated $305K sold.

Ehrlich Financial Group first reported a position in SPYD in Q4 2023 and held it in 1 quarter. The position peaked at $305K in Q4 2023. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

  • Ehrlich Financial Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Ehrlich Financial Group sold 7,787 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $305K.
  • Ehrlich Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and held it in 1 quarter.
  • Ehrlich Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $305K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on Ehrlich Financial Group's 13F filing for Q1 2024, filed 15 Apr 2024.