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Lee Financial’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Lee Financial’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
Q4 		– Sell
-5,000
Closed -$228K – 186
2024
Q3 		$228K Sell
5,000
-36
-0.7% -$1.56K 0.03% 165
2024
Q2 		$203K Sell
5,036
-1,305
-21% -$52.3K 0.03% 144
2024
Q1 		$258K Hold
6,341
– – 0.04% 131
2023
Q4 		$249K Hold
6,341
– – 0.04% 127
2023
Q3 		$222K Sell
6,341
-741
-10% -$27.6K 0.04% 128
2023
Q2 		$263K Buy
7,082
+10
+0.1% +$369 0.05% 114
2023
Q1 		$269K Buy
7,072
+7
+0.1% +$280 0.05% 114
2022
Q4 		$280K Buy
7,065
+43
+0.6% +$1.68K 0.05% 122
2022
Q3 		$249K Buy
7,022
+267
+4% +$10.8K 0.05% 129
2022
Q2 		$270K Buy
6,755
+5
+0.1% +$215 0.05% 128
2022
Q1 		$297K Buy
6,750
+6
+0.1% +$258 0.05% 123
2021
Q4 		$284K Buy
6,744
+1
+0% +$41 0.05% 122
2021
Q3 		$264K Buy
6,743
+4
+0.1% +$159 0.05% 120
2021
Q2 		$270K Buy
6,739
+398
+6% +$16.2K 0.06% 118
2021
Q1 		$244K Sell
6,341
-3,159
-33% -$115K 0.06% 123
2020
Q4 		$313K Buy
+9,500
New +$293K 0.08% 103

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lee Financial's SPYD Position: Q4 2024 in Review

Lee Financial sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 5,000 shares — an estimated $228K sold.

Lee Financial first reported a position in SPYD in Q4 2020 and held it in 16 quarters. The position peaked at $313K in Q4 2020. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

  • Lee Financial reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Lee Financial sold 5,000 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $228K.
  • Lee Financial first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and held it in 16 quarters.
  • Lee Financial's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $313K in Q4 2020.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Lee Financial's 13F filing for Q4 2024, filed 30 Jan 2025.