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

Private Portfolio Partners’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 Q4	$355K	Buy	8,200 +321	+4%	+$14.6K	0.07%	215
2024 Q3	$360K	Buy	7,879 +15	+0.2%	+$651	0.07%	198
2024 Q2	$316K	Sell	7,864 -186	-2%	-$7.46K	0.26%	66
2024 Q1	$328K	Sell	8,050 -1,393	-15%	-$54.4K	0.07%	205
2023 Q4	$370K	Sell	9,443 -2,802	-23%	-$101K	0.08%	178
2023 Q3	$429K	Sell	12,245 -1,137	-8%	-$42.3K	0.11%	147
2023 Q2	$496K	Sell	13,382 -462	-3%	-$17.1K	0.13%	130
2023 Q1	$526K	Buy	13,844 +262	+2%	+$10.5K	0.14%	117
2022 Q4	$538K	Buy	13,582 +797	+6%	+$31.2K	0.14%	129
2022 Q3	$454K	Buy	12,785 +3,634	+40%	+$146K	0.13%	141
2022 Q2	$365K	Buy	9,151 +856	+10%	+$36.8K	0.1%	167
2022 Q1	$365K	Buy	+8,295	New	+$357K	0.09%	196

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

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

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

FCAS

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

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

Private Portfolio Partners's SPYD Position: Q4 2024 in Review

Private Portfolio Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 4.1% in Q4 2024, buying an estimated $14.6K and bringing the position to 8,200 shares worth $355K. The position accounts for 0.07% of the portfolio, ranked #215.

Private Portfolio Partners first reported a position in SPYD in Q1 2022 and has held it in 12 quarters since. The position peaked at $538K in Q4 2022. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Private Portfolio Partners held 8,200 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $355K as of Q4 2024.
Private Portfolio Partners bought 321 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $14.6K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.07% of Private Portfolio Partners's portfolio in Q4 2024, its #215 holding.
Private Portfolio Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 12 quarters since.
Private Portfolio Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $538K in Q4 2022.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.