Mokosak Advisory Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Mokosak Advisory 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
2020 Q1	–	Sell	-100,043	Closed	-$3.95M	–	29
2019 Q4	$3.95M	Buy	100,043 +2,002	+2%	+$77.2K	2.39%	11
2019 Q3	$3.72M	Sell	98,041 -525	-0.5%	-$19.6K	2.46%	13
2019 Q2	$3.75M	Buy	98,566 +777	+0.8%	+$29.4K	2.53%	13
2019 Q1	$3.7M	Sell	97,789 -745	-0.8%	-$27.5K	2.58%	11
2018 Q4	$3.36M	Buy	+98,534	New	+$3.6M	2.61%	14

Other funds holding SPYD

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCPWM

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

Mokosak Advisory Group's SPYD Position: Q1 2020 in Review

Mokosak Advisory Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2020, closing a stake of 100,043 shares — an estimated $3.95M sold.

Mokosak Advisory Group first reported a position in SPYD in Q4 2018 and held it in 5 quarters. The position peaked at $3.95M in Q4 2019. 207 funds tracked by Wall St. Rank hold SPYD as of Q1 2020.

Mokosak Advisory Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2020 after selling out during the quarter.
Mokosak Advisory Group sold 100,043 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2020, an estimated $3.95M.
Mokosak Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and held it in 5 quarters.
Mokosak Advisory Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.95M in Q4 2019.
207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2020.

Based on Mokosak Advisory Group's 13F filing for Q1 2020, filed 10 Apr 2020.