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

Regal Wealth Group’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
Q2 		– Sell
-23
Closed -$1K – 215
2021
Q1 		$1K Buy
+23
New +$838 ﹤0.01% 244

Other funds holding SPYD

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Regal Wealth Group's SPYD Position: Q2 2021 in Review

Regal Wealth Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2021, closing a stake of 23 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in SPYD in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 287 funds tracked by Wall St. Rank hold SPYD as of Q2 2021.

  • Regal Wealth Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 23 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2021, an estimated $1K.
  • Regal Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2021 and held it in 1 quarter.
  • Regal Wealth Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.