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

Herold Advisors’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 Q2	–	Sell	-900	Closed	-$39.6K	–	605
2022 Q1	$39.6K	Buy	+900	New	+$38.8K	0.01%	410
2021 Q4	–	Sell	-900	Closed	-$35K	–	581
2021 Q3	$35K	Buy	+900	New	+$35.8K	0.01%	433

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

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

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Herold Advisors's SPYD Position: Q2 2022 in Review

Herold Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2022, closing a stake of 900 shares — an estimated $39.6K sold.

Herold Advisors first reported a position in SPYD in Q3 2021 and held it in 2 quarters. The position peaked at $39.6K in Q1 2022. 387 funds tracked by Wall St. Rank hold SPYD as of Q2 2022.

Herold Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 900 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2022, an estimated $39.6K.
Herold Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $39.6K in Q1 2022.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.