Mach-1 Financial Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Mach-1 Financial Group’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	-6,298	Closed	-$288K	–	86
2024 Q3	$288K	Hold	6,298	–	–	0.18%	57
2024 Q2	$253K	Buy	6,298 +50	+0.8%	+$2.01K	0.17%	60
2024 Q1	$254K	Hold	6,248	–	–	0.19%	52
2023 Q4	$245K	Hold	6,248	–	–	0.09%	198
2023 Q3	$219K	Hold	6,248	–	–	0.09%	183
2023 Q2	$232K	Hold	6,248	–	–	0.07%	178
2023 Q1	$237K	Hold	6,248	–	–	﹤0.01%	259
2022 Q4	$247K	Hold	6,248	–	–	0.08%	161
2022 Q3	$221K	Hold	6,248	–	–	0.23%	33
2022 Q2	$249K	Sell	6,248 -10	-0.2%	-$430	0.17%	36
2022 Q1	$275K	Buy	+6,258	New	+$270K	0.18%	23

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 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

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

Mach-1 Financial Group's SPYD Position: Q4 2024 in Review

Mach-1 Financial Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 6,298 shares — an estimated $288K sold.

Mach-1 Financial Group first reported a position in SPYD in Q1 2022 and held it in 11 quarters. The position peaked at $288K in Q3 2024. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Mach-1 Financial Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Mach-1 Financial Group sold 6,298 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $288K.
Mach-1 Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and held it in 11 quarters.
Mach-1 Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $288K in Q3 2024.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Mach-1 Financial Group's 13F filing for Q4 2024, filed 13 Feb 2025.