Prudent Investors Network’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Prudent Investors Network’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 Q3	–	Sell	-5,887	Closed	-$237K	–	55
2024 Q2	$237K	Hold	5,887	–	–	0.09%	37
2024 Q1	$240K	Buy	+5,887	New	+$230K	0.09%	37
2023 Q3	$226K	Hold	6,445	–	–	0.11%	33
2023 Q2	$239K	Hold	6,445	–	–	0.11%	32
2023 Q1	$245K	Sell	6,445 -2,441	-27%	-$97.5K	0.12%	30
2022 Q4	$352K	Sell	8,886 -273,535	-97%	-$10.7M	0.17%	27
2022 Q3	$10M	Buy	282,421 +1,625	+0.6%	+$65.4K	5.3%	9
2022 Q2	$11.2M	Buy	280,796 +20,787	+8%	+$894K	5.82%	9
2022 Q1	$11.4M	Sell	260,009 -21,541	-8%	-$928K	5.31%	9
2021 Q4	$11.8M	Buy	281,550 +22,396	+9%	+$914K	5.58%	8
2021 Q3	$10.1M	Buy	259,154 +6,230	+2%	+$248K	5.08%	9
2021 Q2	$10.1M	Buy	252,924 +16,556	+7%	+$673K	5.14%	9
2021 Q1	$9.1M	Buy	236,368 +8,861	+4%	+$323K	5.14%	9
2020 Q4	$7.49M	Buy	227,507 +111,894	+97%	+$3.46M	4.55%	11
2020 Q3	$3.17M	Buy	+115,613	New	+$3.27M	2.1%	13
2020 Q1	–	Sell	-302,195	Closed	-$11.9M	–	26
2019 Q4	$11.9M	Buy	+302,195	New	+$11.7M	10.58%	5

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prudent Investors Network's SPYD Position: Q3 2024 in Review

Prudent Investors Network sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2024, closing a stake of 5,887 shares — an estimated $237K sold.

Prudent Investors Network first reported a position in SPYD in Q4 2019 and held it in 16 quarters. The position peaked at $11.9M in Q4 2019. 431 funds tracked by Wall St. Rank hold SPYD as of Q3 2024.

Prudent Investors Network reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2024 after selling out during the quarter.
Prudent Investors Network sold 5,887 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2024, an estimated $237K.
Prudent Investors Network first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 16 quarters.
Prudent Investors Network's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $11.9M in Q4 2019.
431 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2024.

Based on Prudent Investors Network's 13F filing for Q3 2024, filed 31 Oct 2024.