Lincoln National Corp’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-28,930	Closed	-$1.18M	–	993
2024 Q1	$1.18M	Buy	28,930 +6	+0%	+$234	0.02%	473
2023 Q4	$1.13M	Buy	28,924 +886	+3%	+$31.8K	0.02%	430
2023 Q3	$983K	Sell	28,038 -4,880	-15%	-$182K	0.02%	411
2023 Q2	$1.22M	Buy	32,918 +675	+2%	+$24.9K	0.02%	361
2023 Q1	$1.23M	Buy	32,243 +21,680	+205%	+$866K	0.03%	339
2022 Q4	$418K	Buy	10,563 +4,448	+73%	+$174K	0.01%	589
2022 Q3	$217K	Buy	6,115 +135	+2%	+$5.44K	0.01%	788
2022 Q2	$239K	Buy	5,980 +984	+20%	+$42.3K	0.01%	742
2022 Q1	$220K	Buy	+4,996	New	+$215K	﹤0.01%	827
2020 Q4	–	Sell	-12,671	Closed	-$347K	–	777
2020 Q3	$347K	Buy	12,671 +114	+0.9%	+$3.22K	0.01%	466
2020 Q2	$349K	Sell	12,557 -402	-3%	-$11K	0.01%	457
2020 Q1	$319K	Sell	12,959 -4,665	-26%	-$162K	0.01%	434
2019 Q4	$695K	Buy	17,624 +1,928	+12%	+$74.4K	0.02%	327
2019 Q3	$596K	Buy	15,696 +3,044	+24%	+$114K	0.02%	310
2019 Q2	$481K	Buy	12,652 +2,981	+31%	+$113K	0.02%	329
2019 Q1	$366K	Buy	9,671 +306	+3%	+$11.3K	0.02%	353
2018 Q4	$319K	Sell	9,365 -1,717	-15%	-$62.8K	0.01%	336
2018 Q3	$416K	Buy	11,082 +131	+1%	+$4.97K	0.01%	297
2018 Q2	$408K	Buy	10,951 +111	+1%	+$4.05K	0.01%	303
2018 Q1	$388K	Buy	+10,840	New	+$398K	0.01%	310

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lincoln National Corp's SPYD Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2024, closing a stake of 28,930 shares — an estimated $1.18M sold.

Lincoln National Corp first reported a position in SPYD in Q1 2018 and held it in 20 quarters. The position peaked at $1.23M in Q1 2023. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

Lincoln National Corp reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 28,930 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2024, an estimated $1.18M.
Lincoln National Corp first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2018 and held it in 20 quarters.
Lincoln National Corp's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.23M in Q1 2023.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.