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

Minot 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
2022 Q2	$297K	Hold	7,450	–	–	0.08%	149
2022 Q1	$327K	Hold	7,450	–	–	0.07%	156
2021 Q4	$313K	Buy	+7,450	New	+$304K	0.06%	159

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

MYLI

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Minot Wealth Management's SPYD Position: Q2 2022 in Review

Minot Wealth Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2022 at 7,450 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #149.

Minot Wealth Management first reported a position in SPYD in Q4 2021 and has held it in 3 quarters since. The position peaked at $327K in Q1 2022. 385 funds tracked by Wall St. Rank hold SPYD as of Q2 2022.

Minot Wealth Management held 7,450 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $297K as of Q2 2022.
Minot Wealth Management left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.08% of Minot Wealth Management's portfolio in Q2 2022, its #149 holding.
Minot Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 3 quarters since.
Minot Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $327K in Q1 2022.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.