Planning Capital Management Corporation’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Planning Capital Management Corporation’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 Q3	$72.4K	Sell	1,586 -107	-6%	-$4.65K	0.05%	154
2024 Q2	$68.1K	Buy	1,693 +13	+0.8%	+$521	0.05%	175
2024 Q1	$68.4K	Buy	1,680 +10	+0.6%	+$390	0.05%	169
2023 Q4	$65.4K	Buy	+1,670	New	+$60K	0.05%	170

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

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

FCAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Planning Capital Management Corporation's SPYD Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 6.3% in Q3 2024, selling an estimated $4.65K and leaving 1,586 shares worth $72.4K. The position accounts for 0.05% of the portfolio, ranked #154.

Planning Capital Management Corporation first reported a position in SPYD in Q4 2023 and has held it in 4 quarters since. 431 funds tracked by Wall St. Rank hold SPYD as of Q3 2024.

Planning Capital Management Corporation held 1,586 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $72.4K as of Q3 2024.
Planning Capital Management Corporation sold 107 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2024, an estimated $4.65K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of Planning Capital Management Corporation's portfolio in Q3 2024, its #154 holding.
Planning Capital Management Corporation first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 4 quarters since.
431 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.