Garrett Wealth Advisory Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Garrett Wealth Advisory Group’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 Q4	–	Sell	-5,725	Closed	-$261K	–	107
2024 Q3	$261K	Buy	+5,725	New	+$249K	0.06%	81
2019 Q4	–	Sell	-36,441	Closed	-$1.38M	–	555
2019 Q3	$1.38M	Buy	36,441 +4,868	+15%	+$182K	0.97%	14
2019 Q2	$1.2M	Buy	31,573 +5,641	+22%	+$214K	0.95%	14
2019 Q1	$982K	Buy	25,932 +15,400	+146%	+$568K	0.81%	18
2018 Q4	$359K	Buy	+10,532	New	+$385K	0.33%	33

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Garrett Wealth Advisory Group's SPYD Position: Q4 2024 in Review

Garrett Wealth Advisory Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 5,725 shares — an estimated $261K sold.

Garrett Wealth Advisory Group first reported a position in SPYD in Q4 2018 and held it in 5 quarters. The position peaked at $1.38M in Q3 2019. 458 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Garrett Wealth Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Garrett Wealth Advisory Group sold 5,725 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $261K.
Garrett Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and held it in 5 quarters.
Garrett Wealth Advisory Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.38M in Q3 2019.
458 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2024, filed 6 Feb 2025.