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Roble Belko & Company’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Roble Belko & Company’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
Q2 		– Sell
-670
Closed -$16K – 336
2020
Q1 		$16K Hold
670
– – 0.01% 208
2019
Q4 		$26K Hold
670
– – 0.01% 191
2019
Q3 		$25K Buy
+670
New +$25.1K 0.01% 182

Other funds holding SPYD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Roble Belko & Company's SPYD Position: Q2 2020 in Review

Roble Belko & Company sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2020, closing a stake of 670 shares — an estimated $16K sold.

Roble Belko & Company first reported a position in SPYD in Q3 2019 and held it in 3 quarters. The position peaked at $26K in Q4 2019. 205 funds tracked by Wall St. Rank hold SPYD as of Q2 2020.

  • Roble Belko & Company reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Roble Belko & Company sold 670 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2020, an estimated $16K.
  • Roble Belko & Company first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and held it in 3 quarters.
  • Roble Belko & Company's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $26K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2020.

Based on Roble Belko & Company's 13F filing for Q2 2020, filed 10 Aug 2020.