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

Private Wealth 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
2024 Q2	$238K	Buy	5,917 +18	+0.3%	+$722	0.05%	69
2024 Q1	$240K	Buy	5,899 +52	+0.9%	+$2.03K	0.05%	59
2023 Q4	$229K	Buy	5,847 +75	+1%	+$2.69K	0.05%	65
2023 Q3	$202K	Sell	5,772 -4,706	-45%	-$175K	0.05%	64
2023 Q2	$389K	Buy	10,478 +626	+6%	+$23.1K	0.09%	52
2023 Q1	$374K	Buy	9,852 +102	+1%	+$4.08K	0.09%	55
2022 Q4	$386K	Buy	9,750 +124	+1%	+$4.85K	0.1%	55
2022 Q3	$342K	Buy	+9,626	New	+$388K	0.1%	57

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

FCAS

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Wealth Strategies's SPYD Position: Q2 2024 in Review

Private Wealth Strategies increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.31% in Q2 2024, buying an estimated $722 and bringing the position to 5,917 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #69.

Private Wealth Strategies first reported a position in SPYD in Q3 2022 and has held it in 8 quarters since. The position peaked at $389K in Q2 2023. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

Private Wealth Strategies held 5,917 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $238K as of Q2 2024.
Private Wealth Strategies bought 18 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2024, an estimated $722.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of Private Wealth Strategies's portfolio in Q2 2024, its #69 holding.
Private Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and has held it in 8 quarters since.
Private Wealth Strategies's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $389K in Q2 2023.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.