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

Founders Financial Alliance’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 Q3	–	Sell	-8	Closed	-$306	–	594
2024 Q2	$306	Hold	8	–	–	﹤0.01%	556
2024 Q1	$306	Sell	8 -532	-99%	-$20.8K	﹤0.01%	555
2023 Q4	$21.1K	Buy	540 +8	+2%	+$287	0.01%	397
2023 Q3	$18.7K	Buy	532 +6	+1%	+$223	0.01%	388
2023 Q2	$19.5K	Buy	526 +7	+1%	+$258	0.01%	416
2023 Q1	$19.9K	Sell	519 -291	-36%	-$11.6K	0.01%	374
2022 Q4	$32.1K	Buy	+810	New	+$31.7K	0.01%	363

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Founders Financial Alliance's SPYD Position: Q3 2024 in Review

Founders Financial Alliance sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2024, closing a stake of 8 shares — an estimated $306 sold.

Founders Financial Alliance first reported a position in SPYD in Q4 2022 and held it in 7 quarters. The position peaked at $32.1K in Q4 2022. 431 funds tracked by Wall St. Rank hold SPYD as of Q3 2024.

Founders Financial Alliance reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2024 after selling out during the quarter.
Founders Financial Alliance sold 8 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2024, an estimated $306.
Founders Financial Alliance first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 7 quarters.
Founders Financial Alliance's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $32.1K in Q4 2022.
431 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2024.

Based on Founders Financial Alliance's 13F filing for Q3 2024, filed 1 Nov 2024.