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FRG Family Wealth Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

FRG Family Wealth 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
Q2 		– Sell
-335
Closed -$13.2K – 327
2024
Q1 		$13.2K Buy
+335
New +$13.1K ﹤0.01% 254

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

FRG Family Wealth Advisors's SPYD Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2024, closing a stake of 335 shares — an estimated $13.2K sold.

FRG Family Wealth Advisors first reported a position in SPYD in Q1 2024 and held it in 1 quarter. The position peaked at $13.2K in Q1 2024. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 335 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2024, an estimated $13.2K.
  • FRG Family Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $13.2K 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 FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.