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Romano Brothers & Co’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-2,500
Closed -$99K – 881
2022
Q4 		$99K Buy
+2,500
New +$97.8K 0.02% 375

Other funds holding SPYD

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIM
Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Romano Brothers & Co's SPYD Position: Q1 2023 in Review

Romano Brothers & Co sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2023, closing a stake of 2,500 shares — an estimated $99K sold.

Romano Brothers & Co first reported a position in SPYD in Q4 2022 and held it in 1 quarter. The position peaked at $99K in Q4 2022. 415 funds tracked by Wall St. Rank hold SPYD as of Q1 2023.

  • Romano Brothers & Co reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 2,500 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2023, an estimated $99K.
  • Romano Brothers & Co first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $99K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.