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MBE Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-12,483
Closed -$307K – 445
2020
Q1 		$307K Buy
12,483
+553
+5% +$19.3K 0.29% 24
2019
Q4 		$470K Buy
+11,930
New +$460K 0.47% 19

Other funds holding SPYD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

MBE Wealth Management's SPYD Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2020, closing a stake of 12,483 shares — an estimated $307K sold.

MBE Wealth Management first reported a position in SPYD in Q4 2019 and held it in 2 quarters. The position peaked at $470K in Q4 2019. 205 funds tracked by Wall St. Rank hold SPYD as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 12,483 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2020, an estimated $307K.
  • MBE Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 2 quarters.
  • MBE Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $470K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.