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

JFG 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
2022 Q2	–	Sell	-10,450	Closed	-$459K	–	46
2022 Q1	$459K	Buy	+10,450	New	+$450K	0.14%	19

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JFG Wealth Management's SPYD Position: Q2 2022 in Review

JFG Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2022, closing a stake of 10,450 shares — an estimated $459K sold.

JFG Wealth Management first reported a position in SPYD in Q1 2022 and held it in 1 quarter. The position peaked at $459K in Q1 2022. 387 funds tracked by Wall St. Rank hold SPYD as of Q2 2022.

JFG Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2022 after selling out during the quarter.
JFG Wealth Management sold 10,450 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2022, an estimated $459K.
JFG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and held it in 1 quarter.
JFG Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $459K in Q1 2022.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2022.

Based on JFG Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.