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

Impact Partnership 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
2024 Q2	–	Sell	-276	Closed	-$11.2K	–	618
2024 Q1	$11.2K	Hold	276	–	–	﹤0.01%	437
2023 Q4	$10.8K	Hold	276	–	–	﹤0.01%	489
2023 Q3	$9.68K	Buy	276 +221	+402%	+$8.22K	﹤0.01%	598
2023 Q2	$2.04K	Buy	+55	New	+$2.03K	﹤0.01%	661

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

FCAS

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

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

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

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

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

Impact Partnership Wealth's SPYD Position: Q2 2024 in Review

Impact Partnership Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2024, closing a stake of 276 shares — an estimated $11.2K sold.

Impact Partnership Wealth first reported a position in SPYD in Q2 2023 and held it in 4 quarters. The position peaked at $11.2K in Q1 2024. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

Impact Partnership Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 276 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2024, an estimated $11.2K.
Impact Partnership Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $11.2K in Q1 2024.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.