Institutional & Family Asset Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Institutional & Family Asset 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
2024 Q2	$1.27K	Buy	32 +1	+3%	+$40	﹤0.01%	613
2024 Q1	$1.27K	Hold	31	–	–	﹤0.01%	612
2023 Q4	$1.21K	Buy	31 +1	+3%	+$36	﹤0.01%	603
2023 Q3	$1.07K	Hold	30	–	–	﹤0.01%	611
2023 Q2	$1.11K	Hold	30	–	–	﹤0.01%	621
2023 Q1	$1.13K	Buy	30 +9	+43%	+$360	﹤0.01%	618
2022 Q4	$846	Buy	21 +12	+133%	+$469	﹤0.01%	616
2022 Q3	$0	Buy	+9	New	+$362	﹤0.01%	768

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

Institutional & Family Asset Management's SPYD Position: Q2 2024 in Review

Institutional & Family Asset Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 3.2% in Q2 2024, buying an estimated $40 and bringing the position to 32 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Institutional & Family Asset Management first reported a position in SPYD in Q3 2022 and has held it in 8 quarters since. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

Institutional & Family Asset Management held 32 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.27K as of Q2 2024.
Institutional & Family Asset Management bought 1 State Street SPDR Portfolio S&P 500 High Dividend ETF share in Q2 2024, an estimated $40.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #613 holding.
Institutional & Family Asset Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and has held it in 8 quarters since.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.