Matthew Hamilton Rosenberg’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Matthew Hamilton Rosenberg’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	-228	Closed	-$8.94K	–	915
2023 Q4	$8.94K	Hold	228	–	–	﹤0.01%	623
2023 Q3	$8K	Hold	228	–	–	﹤0.01%	642
2023 Q2	$8.45K	Hold	228	–	–	﹤0.01%	649
2023 Q1	$8.66K	Hold	228	–	–	﹤0.01%	680
2022 Q4	$9.02K	Hold	228	–	–	﹤0.01%	664
2022 Q3	$8K	Hold	228	–	–	﹤0.01%	674
2022 Q2	$9K	Hold	228	–	–	﹤0.01%	653
2022 Q1	$10K	Hold	228	–	–	﹤0.01%	629
2021 Q4	$10K	Hold	228	–	–	﹤0.01%	599
2021 Q3	$9K	Hold	228	–	–	﹤0.01%	593
2021 Q2	$9K	Hold	228	–	–	﹤0.01%	524
2021 Q1	$9K	Hold	228	–	–	0.01%	505
2020 Q4	$8K	Hold	228	–	–	0.01%	490
2020 Q3	$6K	Hold	228	–	–	﹤0.01%	490
2020 Q2	$6K	Buy	+228	New	+$6.23K	﹤0.01%	510

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

Matthew Hamilton Rosenberg's SPYD Position: Q1 2024 in Review

Matthew Hamilton Rosenberg sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 228 shares — an estimated $8.94K sold.

Matthew Hamilton Rosenberg first reported a position in SPYD in Q2 2020 and held it in 15 quarters. The position peaked at $10K in Q1 2022. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

Matthew Hamilton Rosenberg reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 228 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $8.94K.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2020 and held it in 15 quarters.
Matthew Hamilton Rosenberg's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $10K in Q1 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 Matthew Hamilton Rosenberg's 13F filing for Q1 2024, filed 22 Apr 2024.