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

Laidlaw 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
2022 Q3	–	Sell	-5,741	Closed	-$229K	–	367
2022 Q2	$229K	Hold	5,741	–	–	0.05%	321
2022 Q1	$252K	Hold	5,741	–	–	0.04%	327
2021 Q4	$241K	Hold	5,741	–	–	0.04%	351
2021 Q3	$225K	Buy	5,741 +325	+6%	+$12.9K	0.06%	222
2021 Q2	$217K	Buy	+5,416	New	+$220K	0.06%	236

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 $377B AUM 19.32% 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

Laidlaw Wealth Management's SPYD Position: Q3 2022 in Review

Laidlaw Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2022, closing a stake of 5,741 shares — an estimated $229K sold.

Laidlaw Wealth Management first reported a position in SPYD in Q2 2021 and held it in 5 quarters. The position peaked at $252K in Q1 2022. 384 funds tracked by Wall St. Rank hold SPYD as of Q3 2022.

Laidlaw Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 5,741 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2022, an estimated $229K.
Laidlaw Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and held it in 5 quarters.
Laidlaw Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $252K in Q1 2022.
384 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2022.

Based on Laidlaw Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.