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

FAS Wealth Partners’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
2022 Q4	–	Sell	-512	Closed	-$18K	–	432
2022 Q3	$18K	Buy	512 +54	+12%	+$2.17K	﹤0.01%	356
2022 Q2	$18K	Buy	458 +3	+0.7%	+$129	﹤0.01%	364
2022 Q1	$20K	Sell	455 -2	-0.4%	-$86	﹤0.01%	361
2021 Q4	$19K	Buy	457 +400	+702%	+$16.3K	﹤0.01%	376
2021 Q3	$2K	Buy	57 +1	+2%	+$40	﹤0.01%	395
2021 Q2	$2K	Buy	56 +8	+17%	+$325	﹤0.01%	370
2021 Q1	$2K	Buy	48 +41	+586%	+$1.49K	﹤0.01%	346
2020 Q4	$0	Sell	7 -597	-99%	-$18.4K	﹤0.01%	344
2020 Q3	$17K	Buy	604 +3	+0.5%	+$85	﹤0.01%	292
2020 Q2	$17K	Buy	601 +1	+0.2%	+$27	﹤0.01%	282
2020 Q1	$15K	Hold	600	–	–	﹤0.01%	271
2019 Q4	$24K	Buy	+600	New	+$23.1K	﹤0.01%	251

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

FAS Wealth Partners's SPYD Position: Q4 2022 in Review

FAS Wealth Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2022, closing a stake of 512 shares — an estimated $18K sold.

FAS Wealth Partners first reported a position in SPYD in Q4 2019 and held it in 12 quarters. The position peaked at $24K in Q4 2019. 422 funds tracked by Wall St. Rank hold SPYD as of Q4 2022.

FAS Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2022 after selling out during the quarter.
FAS Wealth Partners sold 512 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2022, an estimated $18K.
FAS Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 12 quarters.
FAS Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $24K in Q4 2019.
422 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2022.

Based on FAS Wealth Partners's 13F filing for Q4 2022, filed 1 Feb 2023.