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

Private Wealth Group’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
2025 Q1	–	Sell	-35,908	Closed	-$1.55M	–	64
2024 Q4	$1.55M	Hold	35,908	–	–	0.76%	22
2024 Q3	$1.64M	Sell	35,908 -33	-0.1%	-$1.43K	0.82%	22
2024 Q2	$1.45M	Hold	35,941	–	–	0.76%	22
2024 Q1	$1.46M	Buy	35,941 +47	+0.1%	+$1.83K	0.76%	22
2023 Q4	$1.41M	Hold	35,894	–	–	0.8%	22
2023 Q3	$1.26M	Hold	35,894	–	–	0.82%	23
2023 Q2	$1.33M	Hold	35,894	–	–	1.37%	22
2023 Q1	$1.36M	Hold	35,894	–	–	1.88%	18
2022 Q4	$1.42M	Hold	35,894	–	–	2.02%	15
2022 Q3	$1.27M	Sell	35,894 -218	-0.6%	-$8.78K	1.99%	12
2022 Q2	$1.44M	Sell	36,112 -2,283	-6%	-$98.2K	1.78%	14
2022 Q1	$1.69M	Buy	38,395 +1,290	+3%	+$55.6K	1.24%	14
2021 Q4	$1.56M	Buy	37,105 +223	+0.6%	+$9.1K	1.06%	17
2021 Q3	$1.44M	Buy	36,882 +4,314	+13%	+$172K	0.95%	21
2021 Q2	$1.31M	Buy	32,568 +7,605	+30%	+$309K	0.86%	21
2021 Q1	$961K	Buy	24,963 +8,958	+56%	+$326K	0.69%	22
2020 Q4	$527K	Buy	16,005 +143	+0.9%	+$4.42K	0.44%	25
2020 Q3	$435K	Buy	15,862 +4,553	+40%	+$129K	0.35%	24
2020 Q2	$315K	Hold	11,309	–	–	0.26%	22
2020 Q1	$278K	Buy	+11,309	New	+$394K	0.33%	24

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Private Wealth Group's SPYD Position: Q1 2025 in Review

Private Wealth Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2025, closing a stake of 35,908 shares — an estimated $1.55M sold.

Private Wealth Group first reported a position in SPYD in Q1 2020 and held it in 20 quarters. The position peaked at $1.69M in Q1 2022. 461 funds tracked by Wall St. Rank hold SPYD as of Q1 2025.

Private Wealth Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Private Wealth Group sold 35,908 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2025, an estimated $1.55M.
Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2020 and held it in 20 quarters.
Private Wealth Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.69M in Q1 2022.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2025.

Based on Private Wealth Group's 13F filing for Q1 2025, filed 16 Apr 2025.