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

Janiczek 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 Q4	–	Sell	-2,401	Closed	-$84.2K	–	1169
2023 Q3	$84.2K	Buy	+2,401	New	+$89.4K	0.02%	274
2021 Q3	–	Sell	-84	Closed	-$3K	–	1029
2021 Q2	$3K	Hold	84	–	–	﹤0.01%	728
2021 Q1	$3K	Hold	84	–	–	﹤0.01%	713
2020 Q4	$3K	Hold	84	–	–	﹤0.01%	655
2020 Q3	$2K	Buy	+84	New	+$2.38K	﹤0.01%	525

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Janiczek Wealth Management's SPYD Position: Q4 2023 in Review

Janiczek Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2023, closing a stake of 2,401 shares — an estimated $84.2K sold.

Janiczek Wealth Management first reported a position in SPYD in Q3 2020 and held it in 5 quarters. The position peaked at $84.2K in Q3 2023. 419 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

Janiczek Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2023 after selling out during the quarter.
Janiczek Wealth Management sold 2,401 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2023, an estimated $84.2K.
Janiczek Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2020 and held it in 5 quarters.
Janiczek Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $84.2K in Q3 2023.
419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.