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

Harvest Group 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
2019 Q4	–	Sell	-4	Closed	–	–	1037
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1123
2019 Q2	$0	Hold	4	–	–	﹤0.01%	995
2019 Q1	$0	Buy	+4	New	+$147	﹤0.01%	931

Other funds holding SPYD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return

Harvest Group Wealth Management's SPYD Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2019, closing a stake of 4 shares.

Harvest Group Wealth Management first reported a position in SPYD in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 242 funds tracked by Wall St. Rank hold SPYD as of Q4 2019.

Harvest Group Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2019 after selling out during the quarter.
Harvest Group Wealth Management sold 4 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2019.
Harvest Group Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and held it in 3 quarters.
Harvest Group Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $0 in Q3 2019.
242 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.