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

MFA Wealth Advisors’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 Q1	–	Sell	-174,122	Closed	-$6.87M	–	61
2019 Q4	$6.87M	Buy	174,122 +6,479	+4%	+$250K	4.99%	7
2019 Q3	$6.37M	Buy	167,643 +7,153	+4%	+$267K	5.18%	7
2019 Q2	$6.11M	Buy	160,490 +3,178	+2%	+$120K	4.59%	8
2019 Q1	$5.95M	Buy	157,312 +469	+0.3%	+$17.3K	3.91%	9
2018 Q4	$5.34M	Buy	+156,843	New	+$5.73M	5.35%	7

Other funds holding SPYD

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TCPWM

Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

MFA Wealth Advisors's SPYD Position: Q1 2020 in Review

MFA Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2020, closing a stake of 174,122 shares — an estimated $6.87M sold.

MFA Wealth Advisors first reported a position in SPYD in Q4 2018 and held it in 5 quarters. The position peaked at $6.87M in Q4 2019. 206 funds tracked by Wall St. Rank hold SPYD as of Q1 2020.

MFA Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2020 after selling out during the quarter.
MFA Wealth Advisors sold 174,122 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2020, an estimated $6.87M.
MFA Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and held it in 5 quarters.
MFA Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $6.87M in Q4 2019.
206 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2020.

Based on MFA Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.