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

Ford Financial Group’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
Q1 		– Sell
-16,483
Closed -$652K – 102
2022
Q4 		$652K Sell
16,483
-2,238
-12% -$87.5K 0.26% 68
2022
Q3 		$664K Buy
+18,721
New +$754K 0.28% 63

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
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 $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 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

Ford Financial Group's SPYD Position: Q1 2023 in Review

Ford Financial Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2023, closing a stake of 16,483 shares — an estimated $652K sold.

Ford Financial Group first reported a position in SPYD in Q3 2022 and held it in 2 quarters. The position peaked at $664K in Q3 2022. 415 funds tracked by Wall St. Rank hold SPYD as of Q1 2023.

  • Ford Financial Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 16,483 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2023, an estimated $652K.
  • Ford Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and held it in 2 quarters.
  • Ford Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $664K in Q3 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.