Measured Wealth Private Client Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Measured Wealth Private Client 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
2019 Q3	–	Sell	-7,043	Closed	-$268K	–	195
2019 Q2	$268K	Buy	+7,043	New	+$267K	0.15%	148
2018 Q4	–	Sell	-625	Closed	-$23K	–	616
2018 Q3	$23K	Buy	+625	New	+$23.7K	0.01%	501

Other funds holding SPYD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Measured Wealth Private Client Group's SPYD Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2019, closing a stake of 7,043 shares — an estimated $268K sold.

Measured Wealth Private Client Group first reported a position in SPYD in Q3 2018 and held it in 2 quarters. The position peaked at $268K in Q2 2019. 188 funds tracked by Wall St. Rank hold SPYD as of Q3 2019.

Measured Wealth Private Client Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 7,043 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2019, an estimated $268K.
Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2018 and held it in 2 quarters.
Measured Wealth Private Client Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $268K in Q2 2019.
188 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.