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

LBMC 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
2023 Q4	–	Sell	-24,426	Closed	-$829K	–	171
2023 Q3	$829K	Hold	24,426	–	–	0.09%	66
2023 Q2	$906K	Hold	24,426	–	–	0.09%	63
2023 Q1	$928K	Hold	24,426	–	–	0.09%	63
2022 Q4	$967K	Buy	+24,426	New	+$955K	0.1%	60

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

LBMC Investment Advisors's SPYD Position: Q4 2023 in Review

LBMC Investment Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2023, closing a stake of 24,426 shares — an estimated $829K sold.

LBMC Investment Advisors first reported a position in SPYD in Q4 2022 and held it in 4 quarters. The position peaked at $967K in Q4 2022. 419 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

LBMC Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2023 after selling out during the quarter.
LBMC Investment Advisors sold 24,426 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2023, an estimated $829K.
LBMC Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 4 quarters.
LBMC Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $967K in Q4 2022.
419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on LBMC Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.