Kayne Anderson Rudnick Investment Management
SPYD icon

Kayne Anderson Rudnick Investment Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Kayne Anderson Rudnick Investment 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
2021
Q1 		– Sell
-300
Closed -$10K – 708
2020
Q4 		$10K Buy
+300
New +$9.27K ﹤0.01% 487

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SPYD Position: Q1 2021 in Review

Kayne Anderson Rudnick Investment Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2021, closing a stake of 300 shares — an estimated $10K sold.

Kayne Anderson Rudnick Investment Management first reported a position in SPYD in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 268 funds tracked by Wall St. Rank hold SPYD as of Q1 2021.

  • Kayne Anderson Rudnick Investment Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2021 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 300 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2021, an estimated $10K.
  • Kayne Anderson Rudnick Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and held it in 1 quarter.
  • Kayne Anderson Rudnick Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $10K in Q4 2020.
  • 268 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2021.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2021, filed 17 May 2021.