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

Laurel Wealth Planning’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
2024 Q1	–	Sell	-5,206	Closed	-$204K	–	54
2023 Q4	$204K	Sell	5,206 -16,367	-76%	-$588K	0.14%	52
2023 Q3	$757K	Sell	21,573 -14,096	-40%	-$525K	0.59%	35
2023 Q2	$1.32M	Sell	35,669 -31,488	-47%	-$1.16M	0.94%	32
2023 Q1	$2.55M	Sell	67,157 -29,839	-31%	-$1.19M	1.69%	27
2022 Q4	$3.84M	Sell	96,996 -19,166	-16%	-$750K	2.48%	10
2022 Q3	$4.12M	Sell	116,162 -5,618	-5%	-$226K	3.03%	8
2022 Q2	$4.86M	Buy	121,780 +57,343	+89%	+$2.47M	3.42%	7
2022 Q1	$2.83M	Buy	+64,437	New	+$2.78M	1.91%	18

Other funds holding SPYD

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

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

AOI

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

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

Laurel Wealth Planning's SPYD Position: Q1 2024 in Review

Laurel Wealth Planning sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 5,206 shares — an estimated $204K sold.

Laurel Wealth Planning first reported a position in SPYD in Q1 2022 and held it in 8 quarters. The position peaked at $4.86M in Q2 2022. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

Laurel Wealth Planning reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Laurel Wealth Planning sold 5,206 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $204K.
Laurel Wealth Planning first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and held it in 8 quarters.
Laurel Wealth Planning's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.86M in Q2 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on Laurel Wealth Planning's 13F filing for Q1 2024, filed 22 Apr 2024.