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

Hibernia Wealth Partners’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
2023
Q4 		– Sell
-166,719
Closed -$5.85M – 297
2023
Q3 		$5.85M Buy
+166,719
New +$6.2M 4.53% 6

Other funds holding SPYD

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hibernia Wealth Partners's SPYD Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2023, closing a stake of 166,719 shares — an estimated $5.85M sold.

Hibernia Wealth Partners first reported a position in SPYD in Q3 2023 and held it in 1 quarter. The position peaked at $5.85M in Q3 2023. 419 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 166,719 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2023, an estimated $5.85M.
  • Hibernia Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $5.85M in Q3 2023.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.