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

Kiley Juergens 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
2018 Q4	–	Sell	-1,249	Closed	-$46K	–	553
2018 Q3	$46K	Buy	+1,249	New	+$47.4K	0.03%	245

Other funds holding SPYD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Kiley Juergens Wealth Management's SPYD Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2018, closing a stake of 1,249 shares — an estimated $46K sold.

Kiley Juergens Wealth Management first reported a position in SPYD in Q3 2018 and held it in 1 quarter. The position peaked at $46K in Q3 2018. 116 funds tracked by Wall St. Rank hold SPYD as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,249 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2018, an estimated $46K.
Kiley Juergens Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2018 and held it in 1 quarter.
Kiley Juergens Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $46K in Q3 2018.
116 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.