PCA Investment Advisory Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

PCA Investment Advisory Services’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 Q4	–	Sell	-5,163	Closed	-$236K	–	163
2024 Q3	$236K	Sell	5,163 -310	-6%	-$13.5K	0.11%	130
2024 Q2	$220K	Buy	5,473 +78	+1%	+$3.13K	0.12%	127
2024 Q1	$220K	Sell	5,395 -363	-6%	-$14.2K	0.12%	126
2023 Q4	$226K	Sell	5,758 -4,863	-46%	-$175K	0.15%	103
2023 Q3	$372K	Sell	10,621 -105	-1%	-$3.91K	0.27%	62
2023 Q2	$398K	Sell	10,726 -336	-3%	-$12.4K	0.24%	62
2023 Q1	$420K	Buy	+11,062	New	+$442K	0.3%	60

Other funds holding SPYD

MYLI

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

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

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 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

FCAS

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

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

PCA Investment Advisory Services's SPYD Position: Q4 2024 in Review

PCA Investment Advisory Services sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 5,163 shares — an estimated $236K sold.

PCA Investment Advisory Services first reported a position in SPYD in Q1 2023 and held it in 7 quarters. The position peaked at $420K in Q1 2023. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

PCA Investment Advisory Services reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
PCA Investment Advisory Services sold 5,163 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $236K.
PCA Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2023 and held it in 7 quarters.
PCA Investment Advisory Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $420K in Q1 2023.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on PCA Investment Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.