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

Independent Solutions Wealth Management’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 Q3	–	Sell	-6,753	Closed	-$250K	–	226
2023 Q2	$250K	Sell	6,753 -147	-2%	-$5.43K	0.06%	189
2023 Q1	$262K	Sell	6,900 -413	-6%	-$16.5K	0.08%	177
2022 Q4	$289K	Sell	7,313 -4,146	-36%	-$162K	0.09%	166
2022 Q3	$406K	Buy	11,459 +3,782	+49%	+$152K	0.13%	132
2022 Q2	$306K	Sell	7,677 -33	-0.4%	-$1.42K	0.1%	161
2022 Q1	$339K	Sell	7,710 -29	-0.4%	-$1.25K	0.08%	163
2021 Q4	$325K	Sell	7,739 -81	-1%	-$3.31K	0.08%	173
2021 Q3	$306K	Sell	7,820 -225	-3%	-$8.95K	0.08%	176
2021 Q2	$323K	Buy	8,045 +659	+9%	+$26.8K	0.08%	171
2021 Q1	$284K	Sell	7,386 -1,864	-20%	-$67.9K	0.08%	152
2020 Q4	$305K	Sell	9,250 -278	-3%	-$8.59K	0.1%	143
2020 Q3	$261K	Buy	9,528 +643	+7%	+$18.2K	0.1%	138
2020 Q2	$247K	Buy	8,885 +223	+3%	+$6.09K	0.11%	133
2020 Q1	$213K	Buy	8,662 +81	+0.9%	+$2.82K	0.12%	123
2019 Q4	$339K	Buy	+8,581	New	+$331K	0.15%	117

Other funds holding SPYD

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Independent Solutions Wealth Management's SPYD Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2023, closing a stake of 6,753 shares — an estimated $250K sold.

Independent Solutions Wealth Management first reported a position in SPYD in Q4 2019 and held it in 15 quarters. The position peaked at $406K in Q3 2022. 389 funds tracked by Wall St. Rank hold SPYD as of Q3 2023.

Independent Solutions Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 6,753 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2023, an estimated $250K.
Independent Solutions Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 15 quarters.
Independent Solutions Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $406K in Q3 2022.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.