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

RMR Wealth Builders’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
2020
Q4 		– Sell
-12,210
Closed -$335K – 555
2020
Q3 		$335K Buy
+12,210
New +$345K 0.09% 148

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RMR Wealth Builders's SPYD Position: Q4 2020 in Review

RMR Wealth Builders sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2020, closing a stake of 12,210 shares — an estimated $335K sold.

RMR Wealth Builders first reported a position in SPYD in Q3 2020 and held it in 1 quarter. The position peaked at $335K in Q3 2020. 239 funds tracked by Wall St. Rank hold SPYD as of Q4 2020.

  • RMR Wealth Builders reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 12,210 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2020, an estimated $335K.
  • RMR Wealth Builders first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $335K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.