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

Powell Investment 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
Q4 		– Sell
-24,847
Closed -$871K – 154
2023
Q3 		$871K Sell
24,847
-213
-0.8% -$7.93K 0.52% 32
2023
Q2 		$929K Buy
25,060
+313
+1% +$11.6K 0.54% 29
2023
Q1 		$940K Buy
24,747
+257
+1% +$10.3K 0.52% 32
2022
Q4 		$969K Buy
24,490
+307
+1% +$12K 0.56% 29
2022
Q3 		$858K Buy
24,183
+259
+1% +$10.4K 0.56% 25
2022
Q2 		$955K Buy
23,924
+3,589
+18% +$154K 0.58% 25
2022
Q1 		$894K Buy
20,335
+293
+1% +$12.6K 0.52% 26
2021
Q4 		$843K Buy
20,042
+60
+0.3% +$2.45K 0.48% 29
2021
Q3 		$782K Buy
19,982
+189
+1% +$7.52K 0.48% 30
2021
Q2 		$793K Buy
19,793
+190
+1% +$7.73K 0.49% 29
2021
Q1 		$755K Buy
19,603
+95
+0.5% +$3.46K 0.49% 28
2020
Q4 		$643K Buy
+19,508
New +$603K 0.49% 29
2020
Q2 		– Sell
-8,803
Closed -$217K – 121
2020
Q1 		$217K Buy
+8,803
New +$307K 0.26% 79

Other funds holding SPYD

PP
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Powell Investment Advisors's SPYD Position: Q4 2023 in Review

Powell Investment Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2023, closing a stake of 24,847 shares — an estimated $871K sold.

Powell Investment Advisors first reported a position in SPYD in Q1 2020 and held it in 13 quarters. The position peaked at $969K in Q4 2022. 419 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

  • Powell Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Powell Investment Advisors sold 24,847 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2023, an estimated $871K.
  • Powell Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2020 and held it in 13 quarters.
  • Powell Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $969K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on Powell Investment Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.