Eldridge Investment Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Eldridge Investment Advisors’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	-15,322	Closed	-$600K	–	150
2023 Q4	$600K	Buy	15,322 +371	+2%	+$13.3K	0.16%	96
2023 Q3	$524K	Buy	14,951 +5,626	+60%	+$209K	0.17%	86
2023 Q2	$346K	Sell	9,325 -63,232	-87%	-$2.33M	0.11%	107
2023 Q1	$2.76M	Sell	72,557 -2,253	-3%	-$90K	0.96%	26
2022 Q4	$2.96M	Sell	74,810 -24,374	-25%	-$953K	1.04%	24
2022 Q3	$3.52M	Sell	99,184 -2,727	-3%	-$110K	1.36%	17
2022 Q2	$4.07M	Buy	101,911 +18,527	+22%	+$797K	1.53%	17
2022 Q1	$3.67M	Buy	83,384 +46,575	+127%	+$2.01M	1.24%	17
2021 Q4	$1.55M	Buy	+36,809	New	+$1.5M	0.51%	34

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

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

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

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

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

Eldridge Investment Advisors's SPYD Position: Q1 2024 in Review

Eldridge Investment Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 15,322 shares — an estimated $600K sold.

Eldridge Investment Advisors first reported a position in SPYD in Q4 2021 and held it in 9 quarters. The position peaked at $4.07M in Q2 2022. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

Eldridge Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Eldridge Investment Advisors sold 15,322 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $600K.
Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 9 quarters.
Eldridge Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.07M in Q2 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on Eldridge Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.