Financial Life Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Financial Life Advisors’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 Q1	–	Sell	-11,264	Closed	-$441K	–	61
2023 Q4	$441K	Sell	11,264 -1,185	-10%	-$42.6K	0.19%	39
2023 Q3	$437K	Buy	12,449 +1,450	+13%	+$54K	0.19%	36
2023 Q2	$408K	Sell	10,999 -27,623	-72%	-$1.02M	0.17%	43
2023 Q1	$1.47M	Sell	38,622 -587	-1%	-$23.5K	0.63%	33
2022 Q4	$1.55M	Buy	39,209 +13,625	+53%	+$533K	0.72%	33
2022 Q3	$907K	Buy	+25,584	New	+$1.03M	0.45%	30

Other funds holding SPYD

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

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

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

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

Financial Life Advisors's SPYD Position: Q1 2024 in Review

Financial Life Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 11,264 shares — an estimated $441K sold.

Financial Life Advisors first reported a position in SPYD in Q3 2022 and held it in 6 quarters. The position peaked at $1.55M in Q4 2022. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

Financial Life Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Financial Life Advisors sold 11,264 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $441K.
Financial Life Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and held it in 6 quarters.
Financial Life Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.55M in Q4 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on Financial Life Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.