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

MGO Private Wealth’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 Q3	–	Sell	-13,982	Closed	-$562K	–	74
2024 Q2	$562K	Buy	13,982 +954	+7%	+$38.3K	0.35%	44
2024 Q1	$530K	Buy	13,028 +1,591	+14%	+$62.1K	0.33%	45
2023 Q4	$448K	Buy	11,437 +1,331	+13%	+$47.8K	0.31%	42
2023 Q3	$354K	Hold	10,106	–	–	0.26%	48
2023 Q2	$375K	Sell	10,106 -21,967	-68%	-$811K	0.28%	47
2023 Q1	$1.22M	Sell	32,073 -25,516	-44%	-$1.02M	0.96%	28
2022 Q4	$2.28M	Buy	57,589 +710	+1%	+$27.8K	1.04%	28
2022 Q3	$2.02M	Buy	+56,879	New	+$2.29M	0.96%	24

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MGO Private Wealth's SPYD Position: Q3 2024 in Review

MGO Private Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2024, closing a stake of 13,982 shares — an estimated $562K sold.

MGO Private Wealth first reported a position in SPYD in Q3 2022 and held it in 8 quarters. The position peaked at $2.28M in Q4 2022. 431 funds tracked by Wall St. Rank hold SPYD as of Q3 2024.

MGO Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2024 after selling out during the quarter.
MGO Private Wealth sold 13,982 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2024, an estimated $562K.
MGO Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and held it in 8 quarters.
MGO Private Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.28M in Q4 2022.
431 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2024.

Based on MGO Private Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.