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

Executive 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
2020 Q1	–	Sell	-42,509	Closed	-$1.68M	–	146
2019 Q4	$1.68M	Sell	42,509 -23,714	-36%	-$915K	0.23%	66
2019 Q3	$2.52M	Sell	66,223 -15,136	-19%	-$566K	0.38%	54
2019 Q2	$3.1M	Buy	+81,359	New	+$3.08M	0.44%	57

Other funds holding SPYD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCPWM

Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

Executive Wealth Management's SPYD Position: Q1 2020 in Review

Executive Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2020, closing a stake of 42,509 shares — an estimated $1.68M sold.

Executive Wealth Management first reported a position in SPYD in Q2 2019 and held it in 3 quarters. The position peaked at $3.1M in Q2 2019. 207 funds tracked by Wall St. Rank hold SPYD as of Q1 2020.

Executive Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2020 after selling out during the quarter.
Executive Wealth Management sold 42,509 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2020, an estimated $1.68M.
Executive Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2019 and held it in 3 quarters.
Executive Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.1M in Q2 2019.
207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2020.

Based on Executive Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.