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

Reitz 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
2024
Q1 		– Sell
-20,488
Closed -$803K – 26
2023
Q4 		$803K Buy
20,488
+3,259
+19% +$117K 1.43% 12
2023
Q3 		$596K Buy
+17,229
New +$641K 1.14% 12

Other funds holding SPYD

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Reitz Capital Advisors's SPYD Position: Q1 2024 in Review

Reitz Capital Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 20,488 shares — an estimated $803K sold.

Reitz Capital Advisors first reported a position in SPYD in Q3 2023 and held it in 2 quarters. The position peaked at $803K in Q4 2023. 409 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

  • Reitz Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Reitz Capital Advisors sold 20,488 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $803K.
  • Reitz Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2023 and held it in 2 quarters.
  • Reitz Capital Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $803K in Q4 2023.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on Reitz Capital Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.