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

Paradigm Strategies in 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
2021 Q3	–	Sell	-540	Closed	-$22K	–	204
2021 Q2	$22K	Buy	540 +205	+61%	+$8.34K	0.02%	132
2021 Q1	$13K	Buy	+335	New	+$12.2K	0.01%	150

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

VAS

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Paradigm Strategies in Wealth Management's SPYD Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2021, closing a stake of 540 shares — an estimated $22K sold.

Paradigm Strategies in Wealth Management first reported a position in SPYD in Q1 2021 and held it in 2 quarters. The position peaked at $22K in Q2 2021. 285 funds tracked by Wall St. Rank hold SPYD as of Q3 2021.

Paradigm Strategies in Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 540 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2021, an estimated $22K.
Paradigm Strategies in Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2021 and held it in 2 quarters.
Paradigm Strategies in Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $22K in Q2 2021.
285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.