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

Next Financial 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
2021 Q4	$48K	Buy	1,130 +30	+3%	+$1.22K	﹤0.01%	1494
2021 Q3	$43K	Buy	1,100 +300	+38%	+$11.9K	﹤0.01%	1477
2021 Q2	$32K	Buy	800 +225	+39%	+$9.15K	﹤0.01%	1575
2021 Q1	$22K	Buy	+575	New	+$20.9K	﹤0.01%	1613
2017 Q1	–	Sell	-500	Closed	-$17K	–	2246
2016 Q4	$17K	Buy	+500	New	+$17.2K	﹤0.01%	1443

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

Next Financial Group's SPYD Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.7% in Q4 2021, buying an estimated $1.22K and bringing the position to 1,130 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Next Financial Group first reported a position in SPYD in Q4 2016 and has held it in 5 quarters since. 331 funds tracked by Wall St. Rank hold SPYD as of Q4 2021.

Next Financial Group held 1,130 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $48K as of Q4 2021.
Next Financial Group bought 30 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2021, an estimated $1.22K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1494 holding.
Next Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2016 and has held it in 5 quarters since.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.