Kingsbury Capital Investment Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Kingsbury Capital Investment 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
2022 Q3	$935K	Buy	26,349 +8,542	+48%	+$344K	1.43%	14
2022 Q2	$711K	Buy	17,807 +4,141	+30%	+$178K	0.98%	19
2022 Q1	$601K	Buy	+13,666	New	+$589K	0.66%	32

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 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

Kingsbury Capital Investment Advisors's SPYD Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 48% in Q3 2022, buying an estimated $344K and bringing the position to 26,349 shares worth $935K. The position accounts for 1.43% of the portfolio, ranked #14.

Kingsbury Capital Investment Advisors first reported a position in SPYD in Q1 2022 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold SPYD as of Q3 2022.

Kingsbury Capital Investment Advisors held 26,349 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $935K as of Q3 2022.
Kingsbury Capital Investment Advisors bought 8,542 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2022, an estimated $344K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 1.43% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #14 holding.
Kingsbury Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 3 quarters since.
384 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.