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

Pinnacle Family 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	-5,700	Closed	-$211K	–	103
2023 Q2	$211K	Hold	5,700	–	–	0.11%	95
2023 Q1	$217K	Buy	+5,700	New	+$228K	0.13%	92
2022 Q1	–	Sell	-7,000	Closed	-$294K	–	131
2021 Q4	$294K	Hold	7,000	–	–	0.13%	86
2021 Q3	$274K	Sell	7,000 -615	-8%	-$24.5K	0.12%	110
2021 Q2	$305K	Buy	+7,615	New	+$310K	0.13%	98

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Pinnacle Family Advisors's SPYD Position: Q3 2023 in Review

Pinnacle Family Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2023, closing a stake of 5,700 shares — an estimated $211K sold.

Pinnacle Family Advisors first reported a position in SPYD in Q2 2021 and held it in 5 quarters. The position peaked at $305K in Q2 2021. 389 funds tracked by Wall St. Rank hold SPYD as of Q3 2023.

Pinnacle Family 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.
Pinnacle Family Advisors sold 5,700 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2023, an estimated $211K.
Pinnacle Family Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and held it in 5 quarters.
Pinnacle Family Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $305K in Q2 2021.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2023.

Based on Pinnacle Family Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.