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

FSB Premier 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
2022
Q1 		– Sell
-1,708
Closed -$71K – 452
2021
Q4 		$71K Buy
+1,708
New +$69.7K 0.03% 205

Other funds holding SPYD

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSB Premier Wealth Management's SPYD Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2022, closing a stake of 1,708 shares — an estimated $71K sold.

FSB Premier Wealth Management first reported a position in SPYD in Q4 2021 and held it in 1 quarter. The position peaked at $71K in Q4 2021. 353 funds tracked by Wall St. Rank hold SPYD as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 1,708 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2022, an estimated $71K.
  • FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $71K in Q4 2021.
  • 353 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.