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

Financial Advocates 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
2023
Q3 		– Sell
-5,638
Closed -$209K – 734
2023
Q2 		$209K Buy
+5,638
New +$208K 0.01% 637

Other funds holding SPYD

PP
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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Financial Advocates Investment Management's SPYD Position: Q3 2023 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2023, closing a stake of 5,638 shares — an estimated $209K sold.

Financial Advocates Investment Management first reported a position in SPYD in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 389 funds tracked by Wall St. Rank hold SPYD as of Q3 2023.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,638 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2023, an estimated $209K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and held it in 1 quarter.
  • Financial Advocates Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $209K in Q2 2023.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2023.

Based on Financial Advocates Investment Management's 13F filing for Q3 2023, filed 27 Oct 2023.