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

NEIRG 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
2023 Q3	–	Sell	-336,655	Closed	-$12.5M	–	111
2023 Q2	$12.5M	Sell	336,655 -32,332	-9%	-$1.19M	2.3%	9
2023 Q1	$14M	Buy	368,987 +102,823	+39%	+$4.11M	2.43%	10
2022 Q4	$10.5M	Buy	266,164 +31,123	+13%	+$1.22M	1.98%	14
2022 Q3	$8.34M	Buy	235,041 +31,987	+16%	+$1.29M	1.67%	17
2022 Q2	$8.1M	Buy	203,054 +100,978	+99%	+$4.34M	1.77%	16
2022 Q1	$4.49M	Buy	102,076 +46,531	+84%	+$2M	0.88%	31
2021 Q4	$2.34M	Buy	+55,545	New	+$2.27M	0.45%	47

Other funds holding SPYD

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

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

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

AOI

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

FCAS

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

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEIRG Wealth Management's SPYD Position: Q3 2023 in Review

NEIRG Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2023, closing a stake of 336,655 shares — an estimated $12.5M sold.

NEIRG Wealth Management first reported a position in SPYD in Q4 2021 and held it in 7 quarters. The position peaked at $14M in Q1 2023. 389 funds tracked by Wall St. Rank hold SPYD as of Q3 2023.

NEIRG Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 336,655 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2023, an estimated $12.5M.
NEIRG Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $14M in Q1 2023.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.