Laurel Wealth Advisors (California)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$286K	Buy	+7,218	New	+$282K	0.03%	528
2020 Q1	–	Sell	-46,762	Closed	-$1.85M	–	431
2019 Q4	$1.85M	Buy	+46,762	New	+$1.8M	0.31%	81

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SPYD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2022: 7,218 shares worth $286K. The stake represents 0.03% of the portfolio and ranks #528 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in SPYD as recently as Q4 2019.

Laurel Wealth Advisors (California) first reported a position in SPYD in Q4 2019 and has held it in 2 quarters since. The position peaked at $1.85M in Q4 2019. 422 funds tracked by Wall St. Rank hold SPYD as of Q4 2022.

Laurel Wealth Advisors (California) held 7,218 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $286K as of Q4 2022.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #528 holding.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and has held it in 2 quarters since.
Laurel Wealth Advisors (California)'s State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.85M in Q4 2019.
422 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.