Householder Group Estate & Retirement Specialist’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$208K	Sell	4,822 -11,010	-70%	-$499K	0.16%	99
2024 Q3	$722K	Sell	15,832 -5,542	-26%	-$241K	0.21%	99
2024 Q2	$859K	Sell	21,374 -7,660	-26%	-$307K	0.24%	92
2024 Q1	$1.18M	Sell	29,034 -977	-3%	-$38.1K	0.35%	58
2023 Q4	$1.18M	Sell	30,011 -428	-1%	-$15.4K	0.39%	52
2023 Q3	$1.07M	Buy	+30,439	New	+$1.13M	0.38%	53
2023 Q1	$1.15M	Buy	+30,299	New	+$1.21M	0.44%	50
2022 Q4	–	Sell	-24,564	Closed	-$871K	–	1031
2022 Q3	$871K	Buy	24,564 +3,222	+15%	+$130K	0.36%	64
2022 Q2	$852K	Buy	21,342 +16,770	+367%	+$721K	0.38%	57
2022 Q1	$201K	Buy	+4,572	New	+$197K	0.08%	191

Other funds holding SPYD

MYLI

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

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

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

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

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

FCAS

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

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

Householder Group Estate & Retirement Specialist's SPYD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 70% in Q4 2024, selling an estimated $499K and leaving 4,822 shares worth $208K. The position accounts for 0.16% of the portfolio, ranked #99.

Householder Group Estate & Retirement Specialist first reported a position in SPYD in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.18M in Q1 2024. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 4,822 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $208K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 11,010 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $499K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.16% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #99 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 10 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.18M in Q1 2024.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.