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

Invera Wealth Advisors’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
Q3 		– Sell
-19,590
Closed -$808K – 49
2024
Q2 		$808K Sell
19,590
-390
-2% -$15.6K 0.83% 30
2024
Q1 		$768K Sell
19,980
-445
-2% -$17.4K 0.65% 42
2023
Q4 		$800K Buy
+20,425
New +$734K 0.5% 63

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invera Wealth Advisors's SPYD Position: Q3 2024 in Review

Invera Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2024, closing a stake of 19,590 shares — an estimated $808K sold.

Invera Wealth Advisors first reported a position in SPYD in Q4 2023 and held it in 3 quarters. The position peaked at $808K in Q2 2024. 431 funds tracked by Wall St. Rank hold SPYD as of Q3 2024.

  • Invera Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Invera Wealth Advisors sold 19,590 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2024, an estimated $808K.
  • Invera Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and held it in 3 quarters.
  • Invera Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $808K in Q2 2024.
  • 431 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2024.

Based on Invera Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.