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

Proficio Capital 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
2019 Q3	–	Sell	-3,325	Closed	-$126K	–	1324
2019 Q2	$126K	Buy	3,325 +825	+33%	+$31.3K	0.04%	181
2019 Q1	$95K	Buy	+2,500	New	+$92.2K	0.03%	204

Other funds holding SPYD

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

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

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

Proficio Capital Partners's SPYD Position: Q3 2019 in Review

Proficio Capital Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2019, closing a stake of 3,325 shares — an estimated $126K sold.

Proficio Capital Partners first reported a position in SPYD in Q1 2019 and held it in 2 quarters. The position peaked at $126K in Q2 2019. 188 funds tracked by Wall St. Rank hold SPYD as of Q3 2019.

Proficio Capital Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 3,325 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2019, an estimated $126K.
Proficio Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and held it in 2 quarters.
Proficio Capital Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $126K in Q2 2019.
188 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.