Evermay Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Evermay Wealth Management’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 Q3	–	Sell	-26	Closed	-$1.05K	–	625
2024 Q2	$1.05K	Hold	26	–	–	﹤0.01%	567
2024 Q1	$1.06K	Hold	26	–	–	﹤0.01%	567
2023 Q4	$1.02K	Hold	26	–	–	﹤0.01%	545
2023 Q3	$912	Hold	26	–	–	﹤0.01%	532
2023 Q2	$965	Hold	26	–	–	﹤0.01%	523
2023 Q1	$988	Buy	26 +4	+18%	+$160	﹤0.01%	503
2022 Q4	$871	Buy	+22	New	+$861	﹤0.01%	517

Other funds holding SPYD

MYLI

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evermay Wealth Management's SPYD Position: Q3 2024 in Review

Evermay Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2024, closing a stake of 26 shares — an estimated $1.05K sold.

Evermay Wealth Management first reported a position in SPYD in Q4 2022 and held it in 7 quarters. The position peaked at $1.06K in Q1 2024. 431 funds tracked by Wall St. Rank hold SPYD as of Q3 2024.

Evermay Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2024 after selling out during the quarter.
Evermay Wealth Management sold 26 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2024, an estimated $1.05K.
Evermay Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 7 quarters.
Evermay Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.06K in Q1 2024.
431 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.