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

Quadrant Private Wealth Management’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 Q4	–	Sell	-9,614	Closed	-$439K	–	256
2024 Q3	$439K	Sell	9,614 -3,902	-29%	-$169K	0.11%	155
2024 Q2	$544K	Buy	13,516 +3,753	+38%	+$151K	0.12%	138
2024 Q1	$397K	Buy	9,763 +213	+2%	+$8.31K	0.1%	157
2023 Q4	$374K	Sell	9,550 -2,691	-22%	-$96.6K	0.1%	156
2023 Q3	$429K	Buy	12,241 +358	+3%	+$13.3K	0.14%	124
2023 Q2	$441K	Sell	11,883 -2,642	-18%	-$97.6K	0.13%	142
2023 Q1	$552K	Buy	+14,525	New	+$580K	0.17%	119

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

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

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

Quadrant Private Wealth Management's SPYD Position: Q4 2024 in Review

Quadrant Private Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 9,614 shares — an estimated $439K sold.

Quadrant Private Wealth Management first reported a position in SPYD in Q1 2023 and held it in 7 quarters. The position peaked at $552K in Q1 2023. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Quadrant Private Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Quadrant Private Wealth Management sold 9,614 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $439K.
Quadrant Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2023 and held it in 7 quarters.
Quadrant Private Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $552K in Q1 2023.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Quadrant Private Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.