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

Milestone 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
2022 Q3	$279K	Hold	7,863	–	–	0.31%	35
2022 Q2	$314K	Hold	7,863	–	–	0.33%	35
2022 Q1	$331K	Hold	7,863	–	–	0.27%	41
2021 Q4	$331K	Buy	+7,863	New	+$321K	0.27%	41

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

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

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

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

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

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

Milestone Wealth's SPYD Position: Q3 2022 in Review

Milestone Wealth held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q3 2022 at 7,863 shares worth $279K. The position accounts for 0.31% of the portfolio, ranked #35.

Milestone Wealth first reported a position in SPYD in Q4 2021 and has held it in 4 quarters since. The position peaked at $331K in Q1 2022. 383 funds tracked by Wall St. Rank hold SPYD as of Q3 2022.

Milestone Wealth held 7,863 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $279K as of Q3 2022.
Milestone Wealth left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q3 2022.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.31% of Milestone Wealth's portfolio in Q3 2022, its #35 holding.
Milestone Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 4 quarters since.
Milestone Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $331K in Q1 2022.
383 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.