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

Kalos 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
Q3 		– Sell
-28,595
Closed -$1.08M – 230
2019
Q2 		$1.08M Buy
+28,595
New +$1.08M 0.49% 58

Other funds holding SPYD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kalos Management's SPYD Position: Q3 2019 in Review

Kalos Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2019, closing a stake of 28,595 shares — an estimated $1.08M sold.

Kalos Management first reported a position in SPYD in Q2 2019 and held it in 1 quarter. The position peaked at $1.08M in Q2 2019. 188 funds tracked by Wall St. Rank hold SPYD as of Q3 2019.

  • Kalos Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2019 after selling out during the quarter.
  • Kalos Management sold 28,595 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2019, an estimated $1.08M.
  • Kalos Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2019 and held it in 1 quarter.
  • Kalos Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.08M in Q2 2019.
  • 188 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2019.

Based on Kalos Management's 13F filing for Q3 2019, filed 14 Nov 2019.