Private Wealth Advisors (California)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Private Wealth Advisors (California)’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
2021 Q4	–	Sell	-11,442	Closed	-$461K	–	116
2021 Q3	$461K	Hold	11,442	–	–	0.11%	82
2021 Q2	$459K	Buy	11,442 +159	+1%	+$6.47K	0.14%	65
2021 Q1	$434K	Buy	11,283 +1,056	+10%	+$38.5K	0.15%	64
2020 Q4	$354K	Buy	10,227 +545	+6%	+$16.8K	0.12%	54
2020 Q3	$265K	Sell	9,682 -128	-1%	-$3.62K	0.14%	51
2020 Q2	$273K	Sell	9,810 -779	-7%	-$21.3K	0.19%	41
2020 Q1	$260K	Sell	10,589 -354	-3%	-$12.3K	0.21%	42
2019 Q4	$432K	Buy	10,943 +128	+1%	+$4.94K	0.25%	59
2019 Q3	$411K	Buy	+10,815	New	+$404K	0.27%	46

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Wealth Advisors (California)'s SPYD Position: Q4 2021 in Review

Private Wealth Advisors (California) sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2021, closing a stake of 11,442 shares — an estimated $461K sold.

Private Wealth Advisors (California) first reported a position in SPYD in Q3 2019 and held it in 9 quarters. The position peaked at $461K in Q3 2021. 331 funds tracked by Wall St. Rank hold SPYD as of Q4 2021.

Private Wealth Advisors (California) reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2021 after selling out during the quarter.
Private Wealth Advisors (California) sold 11,442 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2021, an estimated $461K.
Private Wealth Advisors (California) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and held it in 9 quarters.
Private Wealth Advisors (California)'s State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $461K in Q3 2021.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2021, filed 11 Feb 2022.