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

Hedeker Wealth’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
2016 Q4	–	Sell	-171	Closed	-$5K	–	160
2016 Q3	$5K	Sell	171 -9,114	-98%	-$312K	0.26%	55
2016 Q2	$311K	Buy	+9,285	New	+$302K	0.27%	103

Other funds holding SPYD

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hedeker Wealth's SPYD Position: Q4 2016 in Review

Hedeker Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2016, closing a stake of 171 shares — an estimated $5K sold.

Hedeker Wealth first reported a position in SPYD in Q2 2016 and held it in 2 quarters. The position peaked at $311K in Q2 2016. 19 funds tracked by Wall St. Rank hold SPYD as of Q4 2016.

Hedeker Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2016 after selling out during the quarter.
Hedeker Wealth sold 171 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2016, an estimated $5K.
Hedeker Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2016 and held it in 2 quarters.
Hedeker Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $311K in Q2 2016.
19 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.