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

Institute for 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
2020 Q3	–	Sell	-31,077	Closed	-$866K	–	445
2020 Q2	$866K	Buy	31,077 +1,843	+6%	+$50.3K	0.21%	127
2020 Q1	$719K	Buy	29,234 +966	+3%	+$33.6K	0.22%	127
2019 Q4	$1.11M	Buy	28,268 +1,770	+7%	+$68.3K	0.25%	108
2019 Q3	$1.01M	Buy	26,498 +1,426	+6%	+$53.3K	0.25%	112
2019 Q2	$954K	Buy	25,072 +2,078	+9%	+$78.8K	0.21%	137
2019 Q1	$870K	Buy	22,994 +1,577	+7%	+$58.1K	0.19%	151
2018 Q4	$730K	Sell	21,417 -225	-1%	-$8.22K	0.3%	106
2018 Q3	$809K	Buy	21,642 +871	+4%	+$33K	0.27%	120
2018 Q2	$777K	Buy	20,771 +1,776	+9%	+$64.7K	0.25%	129
2018 Q1	$688K	Buy	18,995 +4,436	+30%	+$163K	0.2%	164
2017 Q4	$545K	Buy	+14,559	New	+$538K	0.13%	213

Other funds holding SPYD

Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

Institute for Wealth Management's SPYD Position: Q3 2020 in Review

Institute for Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2020, closing a stake of 31,077 shares — an estimated $866K sold.

Institute for Wealth Management first reported a position in SPYD in Q4 2017 and held it in 11 quarters. The position peaked at $1.11M in Q4 2019. 204 funds tracked by Wall St. Rank hold SPYD as of Q3 2020.

Institute for Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2020 after selling out during the quarter.
Institute for Wealth Management sold 31,077 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2020, an estimated $866K.
Institute for Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2017 and held it in 11 quarters.
Institute for Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.11M in Q4 2019.
204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.