ORG Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

ORG Partners’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 Q1	–	Sell	-7,450	Closed	-$292K	–	1028
2023 Q4	$292K	Buy	7,450 +7,218	+3,111%	+$259K	0.05%	242
2023 Q3	$8.14K	Sell	232 -34,156	-99%	-$1.27M	﹤0.01%	866
2023 Q2	$1.29M	Buy	34,388 +3,549	+12%	+$131K	0.21%	96
2023 Q1	$1.17M	Buy	+30,839	New	+$1.23M	0.28%	67

Other funds holding SPYD

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

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

ORG Partners's SPYD Position: Q1 2024 in Review

ORG Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 7,450 shares — an estimated $292K sold.

ORG Partners first reported a position in SPYD in Q1 2023 and held it in 4 quarters. The position peaked at $1.29M in Q2 2023. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

ORG Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
ORG Partners sold 7,450 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $292K.
ORG Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2023 and held it in 4 quarters.
ORG Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.29M in Q2 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.