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

Jackson 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
2019
Q4 		– Sell
-8,174
Closed -$300K – 155
2019
Q3 		$300K Buy
+8,174
New +$306K 0.06% 119

Other funds holding SPYD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return

Jackson Wealth Management's SPYD Position: Q4 2019 in Review

Jackson Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2019, closing a stake of 8,174 shares — an estimated $300K sold.

Jackson Wealth Management first reported a position in SPYD in Q3 2019 and held it in 1 quarter. The position peaked at $300K in Q3 2019. 242 funds tracked by Wall St. Rank hold SPYD as of Q4 2019.

  • Jackson Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2019 after selling out during the quarter.
  • Jackson Wealth Management sold 8,174 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2019, an estimated $300K.
  • Jackson Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and held it in 1 quarter.
  • Jackson Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $300K in Q3 2019.
  • 242 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2019.

Based on Jackson Wealth Management's 13F filing for Q4 2019, filed 4 Feb 2020.