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

Ranch Capital Advisors’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
2021 Q4	–	Sell	-716	Closed	-$28K	–	518
2021 Q3	$28K	Hold	716	–	–	0.02%	337
2021 Q2	$28K	Sell	716 -65	-8%	-$2.64K	0.02%	417
2021 Q1	$30K	Sell	781 -162	-17%	-$5.9K	0.02%	384
2020 Q4	$31K	Sell	943 -167	-15%	-$5.16K	0.02%	372
2020 Q3	$30K	Sell	1,110 -510	-31%	-$14.4K	0.02%	367
2020 Q2	$47K	Sell	1,620 -197	-11%	-$5.38K	0.04%	314
2020 Q1	$44K	Sell	1,817 -990	-35%	-$34.5K	0.04%	296
2019 Q4	$111K	Sell	2,807 -1,061	-27%	-$40.9K	0.09%	200
2019 Q3	$147K	Buy	+3,868	New	+$145K	0.16%	168

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

Ranch Capital Advisors's SPYD Position: Q4 2021 in Review

Ranch Capital Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2021, closing a stake of 716 shares — an estimated $28K sold.

Ranch Capital Advisors first reported a position in SPYD in Q3 2019 and held it in 9 quarters. The position peaked at $147K in Q3 2019. 331 funds tracked by Wall St. Rank hold SPYD as of Q4 2021.

Ranch Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 716 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2021, an estimated $28K.
Ranch Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $147K in Q3 2019.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.