EWG Elevate’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

EWG Elevate’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 Q2	–	Sell	-20,576	Closed	-$838K	–	148
2024 Q1	$838K	Sell	20,576 -17,273	-46%	-$674K	0.32%	69
2023 Q4	$1.48M	Sell	37,849 -2,551	-6%	-$91.6K	0.62%	42
2023 Q3	$1.42M	Sell	40,400 -21	-0.1%	-$782	0.64%	44
2023 Q2	$1.5M	Buy	40,421 +2,344	+6%	+$86.6K	0.62%	45
2023 Q1	$1.45M	Sell	38,077 -1,271	-3%	-$50.8K	0.62%	46
2022 Q4	$1.56M	Buy	+39,348	New	+$1.54M	0.78%	30
2022 Q2	–	Sell	-183,749	Closed	-$8.08M	–	100
2022 Q1	$8.08M	Buy	183,749 +126,389	+220%	+$5.44M	3.17%	8
2021 Q4	$2.41M	Buy	57,360 +3,007	+6%	+$123K	1.18%	22
2021 Q3	$2.13M	Buy	54,353 +5,996	+12%	+$239K	0.88%	30
2021 Q2	$1.96M	Sell	48,357 -1,923	-4%	-$78.2K	0.76%	30
2021 Q1	$1.94M	Buy	50,280 +725	+1%	+$26.4K	0.86%	29
2020 Q4	$1.63M	Buy	+49,555	New	+$1.53M	0.75%	34

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWG Elevate's SPYD Position: Q2 2024 in Review

EWG Elevate sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2024, closing a stake of 20,576 shares — an estimated $838K sold.

EWG Elevate first reported a position in SPYD in Q4 2020 and held it in 12 quarters. The position peaked at $8.08M in Q1 2022. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

EWG Elevate reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2024 after selling out during the quarter.
EWG Elevate sold 20,576 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2024, an estimated $838K.
EWG Elevate first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and held it in 12 quarters.
EWG Elevate's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $8.08M in Q1 2022.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on EWG Elevate's 13F filing for Q2 2024, filed 16 Jul 2024.