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 $1.5B AUM 21.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SWS Partners Columbus, Ohio $463M AUM 41.78% 1-Year Est. Return

Frontier Wealth Management's SPYD Position: Q3 2020 in Review

Frontier Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2020, closing a stake of 9,151 shares — an estimated $255K sold.

Frontier Wealth Management first reported a position in SPYD in Q1 2017 and held it in 13 quarters. The position peaked at $1.59M in Q2 2019. 204 funds tracked by Wall St. Rank hold SPYD as of Q3 2020.

Frontier Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2020 after selling out during the quarter.
Frontier Wealth Management sold 9,151 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2020, an estimated $255K.
Frontier Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2017 and held it in 13 quarters.
Frontier Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.59M in Q2 2019.
204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2020.

Based on Frontier Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.