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

Reilly Financial 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	$14K	Buy	339 +1	+0.3%	+$41	﹤0.01%	649
2021 Q3	$13K	Buy	338 +3	+0.9%	+$119	﹤0.01%	621
2021 Q2	$13K	Buy	335 +3	+0.9%	+$122	﹤0.01%	652
2021 Q1	$13K	Buy	332 +3	+0.9%	+$109	﹤0.01%	645
2020 Q4	$11K	Sell	329 -694	-68%	-$21.4K	﹤0.01%	616
2020 Q3	$28K	Buy	+1,023	New	+$28.9K	﹤0.01%	389

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 $424B AUM 22.94% 1-Year Est. Return

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

Reilly Financial Advisors's SPYD Position: Q4 2021 in Review

Reilly Financial Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.3% in Q4 2021, buying an estimated $41 and bringing the position to 339 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Reilly Financial Advisors first reported a position in SPYD in Q3 2020 and has held it in 6 quarters since. The position peaked at $28K in Q3 2020. 331 funds tracked by Wall St. Rank hold SPYD as of Q4 2021.

Reilly Financial Advisors held 339 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $14K as of Q4 2021.
Reilly Financial Advisors bought 1 State Street SPDR Portfolio S&P 500 High Dividend ETF share in Q4 2021, an estimated $41.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #649 holding.
Reilly Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2020 and has held it in 6 quarters since.
Reilly Financial Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $28K in Q3 2020.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.