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Roger Wittlin Investment Advisory’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Roger Wittlin Investment Advisory’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
Q4 		– Sell
-7,146
Closed -$326K – 55
2024
Q3 		$326K Buy
+7,146
New +$310K 0.19% 40

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Roger Wittlin Investment Advisory's SPYD Position: Q4 2024 in Review

Roger Wittlin Investment Advisory sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 7,146 shares — an estimated $326K sold.

Roger Wittlin Investment Advisory first reported a position in SPYD in Q3 2024 and held it in 1 quarter. The position peaked at $326K in Q3 2024. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

  • Roger Wittlin Investment Advisory reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 7,146 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $326K.
  • Roger Wittlin Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Roger Wittlin Investment Advisory's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $326K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2024, filed 12 Feb 2025.