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

JFS 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 Q1	–	Sell	-1,215	Closed	-$47.6K	–	2032
2023 Q4	$47.6K	Sell	1,215 -405	-25%	-$14.5K	﹤0.01%	413
2023 Q3	$56.8K	Buy	1,620 +14	+0.9%	+$521	0.01%	358
2023 Q2	$59.5K	Buy	1,606 +15	+0.9%	+$554	0.01%	351
2023 Q1	$60.5K	Buy	1,591 +13	+0.8%	+$519	0.01%	348
2022 Q4	$62.5K	Sell	1,578 -1,351	-46%	-$52.8K	0.01%	338
2022 Q3	$104K	Buy	2,929 +422	+17%	+$17K	0.01%	278
2022 Q2	$100K	Hold	2,507	–	–	0.01%	281
2022 Q1	$110K	Buy	+2,507	New	+$108K	0.01%	289

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

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

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

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

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

JFS Wealth Advisors's SPYD Position: Q1 2024 in Review

JFS Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 1,215 shares — an estimated $47.6K sold.

JFS Wealth Advisors first reported a position in SPYD in Q1 2022 and held it in 8 quarters. The position peaked at $110K in Q1 2022. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

JFS Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
JFS Wealth Advisors sold 1,215 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $47.6K.
JFS Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and held it in 8 quarters.
JFS Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $110K in Q1 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.