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

Portfolio Strategies’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
2019
Q2 		– Sell
-27,085
Closed -$1.02M – 62
2019
Q1 		$1.02M Buy
+27,085
New +$999K 0.81% 27

Other funds holding SPYD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Portfolio Strategies's SPYD Position: Q2 2019 in Review

Portfolio Strategies sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2019, closing a stake of 27,085 shares — an estimated $1.02M sold.

Portfolio Strategies first reported a position in SPYD in Q1 2019 and held it in 1 quarter. The position peaked at $1.02M in Q1 2019. 168 funds tracked by Wall St. Rank hold SPYD as of Q2 2019.

  • Portfolio Strategies reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2019 after selling out during the quarter.
  • Portfolio Strategies sold 27,085 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2019, an estimated $1.02M.
  • Portfolio Strategies first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and held it in 1 quarter.
  • Portfolio Strategies's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.02M in Q1 2019.
  • 168 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2019.

Based on Portfolio Strategies's 13F filing for Q2 2019, filed 17 Jul 2019.