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SPYD icon

Gradient Investments’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Gradient Investments’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
Q3 		– Sell
-238
Closed -$9.57K – 1145
2024
Q2 		$9.57K Sell
238
-52
-18% -$2.09K ﹤0.01% 744
2024
Q1 		$11.8K Sell
290
-1,480
-84% -$57.8K ﹤0.01% 620
2023
Q4 		$69.4K Sell
1,770
-1,314
-43% -$47.2K ﹤0.01% 482
2023
Q3 		$108K Sell
3,084
-1,282
-29% -$47.7K ﹤0.01% 380
2023
Q2 		$162K Sell
4,366
-199,048
-98% -$7.35M ﹤0.01% 344
2023
Q1 		$7.73M Sell
203,414
-10,809
-5% -$432K 0.21% 127
2022
Q4 		$8.48M Sell
214,223
-120,354
-36% -$4.71M 0.27% 115
2022
Q3 		$11.9M Buy
334,577
+102,301
+44% +$4.12M 0.36% 86
2022
Q2 		$9.27M Sell
232,276
-5,263
-2% -$226K 0.27% 106
2022
Q1 		$10.4M Sell
237,539
-53,784
-18% -$2.32M 0.27% 107
2021
Q4 		$12.3M Sell
291,323
-838
-0.3% -$34.2K 0.31% 101
2021
Q3 		$11.4M Buy
292,161
+14,164
+5% +$564K 0.32% 96
2021
Q2 		$11.1M Buy
277,997
+25,466
+10% +$1.04M 0.33% 95
2021
Q1 		$9.72M Buy
252,531
+249,009
+7,070% +$9.07M 0.32% 97
2020
Q4 		$97K Hold
3,522
– – ﹤0.01% 320
2020
Q3 		$97K Sell
3,522
-12
-0.3% -$339 ﹤0.01% 320
2020
Q2 		$98K Sell
3,534
-2,624
-43% -$71.7K ﹤0.01% 305
2020
Q1 		$151K Sell
6,158
-298,426
-98% -$10.4M 0.01% 242
2019
Q4 		$12M Buy
304,584
+40,266
+15% +$1.55M 0.54% 46
2019
Q3 		$10M Buy
264,318
+47,133
+22% +$1.76M 0.49% 52
2019
Q2 		$8.26M Buy
217,185
+38,410
+21% +$1.46M 0.42% 74
2019
Q1 		$6.76M Sell
178,775
-27,773
-13% -$1.02M 0.44% 72
2018
Q4 		$7.04M Sell
206,548
-8,139
-4% -$298K 0.42% 70
2018
Q3 		$8.05M Sell
214,687
-13,312
-6% -$505K 0.41% 74
2018
Q2 		$8.5M Buy
227,999
+93,199
+69% +$3.4M 0.45% 57
2018
Q1 		$4.82M Buy
134,800
+129,862
+2,630% +$4.77M 0.26% 88
2017
Q4 		$185K Buy
+4,938
New +$182K 0.01% 246

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gradient Investments's SPYD Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2024, closing a stake of 238 shares — an estimated $9.57K sold.

Gradient Investments first reported a position in SPYD in Q4 2017 and held it in 27 quarters. The position peaked at $12.3M in Q4 2021. 431 funds tracked by Wall St. Rank hold SPYD as of Q3 2024.

  • Gradient Investments reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 238 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2024, an estimated $9.57K.
  • Gradient Investments first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2017 and held it in 27 quarters.
  • Gradient Investments's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $12.3M in Q4 2021.
  • 431 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.