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

Naples Money 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
2024 Q3	$512	Hold	11	–	–	﹤0.01%	361
2024 Q2	$444	Hold	11	–	–	﹤0.01%	378
2024 Q1	$446	Hold	11	–	–	﹤0.01%	381
2023 Q4	$426	Buy	+11	New	+$395	﹤0.01%	394

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 $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return

Naples Money Management's SPYD Position: Q3 2024 in Review

Naples Money Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q3 2024 at 11 shares worth $512. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Naples Money Management first reported a position in SPYD in Q4 2023 and has held it in 4 quarters since. 431 funds tracked by Wall St. Rank hold SPYD as of Q3 2024.

Naples Money Management held 11 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $512 as of Q3 2024.
Naples Money Management left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q3 2024.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #361 holding.
Naples Money Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 4 quarters since.
431 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.