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

Fernwood Investment 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
Q2 		– Sell
-500
Closed -$20.4K – 628
2024
Q1 		$20.4K Buy
+500
New +$19.5K 0.01% 453

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fernwood Investment Management's SPYD Position: Q2 2024 in Review

Fernwood Investment Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2024, closing a stake of 500 shares — an estimated $20.4K sold.

Fernwood Investment Management first reported a position in SPYD in Q1 2024 and held it in 1 quarter. The position peaked at $20.4K in Q1 2024. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

  • Fernwood Investment Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 500 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2024, an estimated $20.4K.
  • Fernwood Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $20.4K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.