Frontier Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Frontier Wealth 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
2020 Q3	–	Sell	-9,151	Closed	-$255K	–	370
2020 Q2	$255K	Sell	9,151 -1,835	-17%	-$50.1K	0.02%	296
2020 Q1	$270K	Buy	+10,986	New	+$383K	0.04%	228
2019 Q4	–	Sell	-41,569	Closed	-$1.58M	–	322
2019 Q3	$1.58M	Sell	41,569 -196	-0.5%	-$7.33K	0.23%	90
2019 Q2	$1.59M	Buy	41,765 +2,303	+6%	+$87.3K	0.23%	88
2019 Q1	$1.49M	Sell	39,462 -477	-1%	-$17.6K	0.2%	111
2018 Q4	$1.36M	Buy	39,939 +3	+0%	+$110	0.21%	113
2018 Q3	$1.5M	Buy	39,936 +279	+0.7%	+$10.6K	0.14%	117
2018 Q2	$1.48M	Buy	39,657 +217	+0.6%	+$7.91K	0.21%	111
2018 Q1	$1.41M	Sell	39,440 -497	-1%	-$18.2K	0.2%	120
2017 Q4	$1.5M	Sell	39,937 -445	-1%	-$16.4K	0.24%	100
2017 Q3	$1.45M	Buy	40,382 +502	+1%	+$17.8K	0.21%	118
2017 Q2	$1.41M	Buy	39,880 +3,303	+9%	+$116K	0.22%	114
2017 Q1	$1.29M	Buy	+36,577	New	+$1.29M	0.2%	128

Other funds holding SPYD

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return