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

Outlook Wealth Advisors’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	-6,511	Closed	-$241K	–	216
2023 Q2	$241K	Sell	6,511 -1,014	-13%	-$37.4K	0.09%	178
2023 Q1	$286K	Sell	7,525 -1,094	-13%	-$43.7K	0.13%	159
2022 Q4	$341K	Sell	8,619 -187,260	-96%	-$7.32M	0.16%	123
2022 Q3	$6.95M	Buy	195,879 +28,672	+17%	+$1.15M	3.12%	6
2022 Q2	$6.67M	Buy	167,207 +140,792	+533%	+$6.05M	2.73%	6
2022 Q1	$1.16M	Buy	26,415 +2,620	+11%	+$113K	0.39%	61
2021 Q4	$1M	Buy	+23,795	New	+$971K	0.29%	72

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

Outlook Wealth Advisors's SPYD Position: Q3 2023 in Review

Outlook Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2023, closing a stake of 6,511 shares — an estimated $241K sold.

Outlook Wealth Advisors first reported a position in SPYD in Q4 2021 and held it in 7 quarters. The position peaked at $6.95M in Q3 2022. 389 funds tracked by Wall St. Rank hold SPYD as of Q3 2023.

Outlook Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 6,511 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2023, an estimated $241K.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 7 quarters.
Outlook Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $6.95M in Q3 2022.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2023.

Based on Outlook Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.