O'Dell Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

O'Dell 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
2022 Q4	–	Sell	-250	Closed	-$9K	–	352
2022 Q3	$9K	Hold	250	–	–	﹤0.01%	297
2022 Q2	$10K	Hold	250	–	–	﹤0.01%	280
2022 Q1	$11K	Hold	250	–	–	﹤0.01%	311
2021 Q4	$11K	Hold	250	–	–	﹤0.01%	296
2021 Q3	$10K	Buy	+250	New	+$9.95K	﹤0.01%	297

Other funds holding SPYD

FCAS

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

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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

AOI

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

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

O'Dell Group's SPYD Position: Q4 2022 in Review

O'Dell Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2022, closing a stake of 250 shares — an estimated $9K sold.

O'Dell Group first reported a position in SPYD in Q3 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 422 funds tracked by Wall St. Rank hold SPYD as of Q4 2022.

O'Dell Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2022 after selling out during the quarter.
O'Dell Group sold 250 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2022, an estimated $9K.
O'Dell Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and held it in 5 quarters.
O'Dell Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $11K in Q1 2022.
422 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2022.

Based on O'Dell Group's 13F filing for Q4 2022, filed 14 Feb 2023.