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

Mowery & Schoenfeld 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
2025 Q1	–	Sell	-3,950	Closed	-$171K	–	550
2024 Q4	$171K	Hold	3,950	–	–	0.33%	50
2024 Q3	$180K	Hold	3,950	–	–	0.28%	38
2024 Q2	$159K	Hold	3,950	–	–	0.23%	43
2024 Q1	$161K	Hold	3,950	–	–	0.31%	36
2023 Q4	$155K	Buy	+3,950	New	+$142K	0.31%	42

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SPYD Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2025, closing a stake of 3,950 shares — an estimated $171K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SPYD in Q4 2023 and held it in 5 quarters. The position peaked at $180K in Q3 2024. 461 funds tracked by Wall St. Rank hold SPYD as of Q1 2025.

Mowery & Schoenfeld Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 3,950 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2025, an estimated $171K.
Mowery & Schoenfeld Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and held it in 5 quarters.
Mowery & Schoenfeld Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $180K in Q3 2024.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.