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

Personal Capital 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
2022
Q1 		– Sell
-5,830
Closed -$245K – 547
2021
Q4 		$245K Buy
+5,830
New +$238K ﹤0.01% 480

Other funds holding SPYD

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Capital Advisors's SPYD Position: Q1 2022 in Review

Personal Capital Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2022, closing a stake of 5,830 shares — an estimated $245K sold.

Personal Capital Advisors first reported a position in SPYD in Q4 2021 and held it in 1 quarter. The position peaked at $245K in Q4 2021. 353 funds tracked by Wall St. Rank hold SPYD as of Q1 2022.

  • Personal Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 5,830 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2022, an estimated $245K.
  • Personal Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 1 quarter.
  • Personal Capital Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $245K in Q4 2021.
  • 353 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.