S.C. Financial Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

S.C. Financial Services’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
2022 Q4	$339K	Sell	8,559 -2,299	-21%	-$89.9K	0.52%	66
2022 Q3	$385K	Sell	10,858 -847	-7%	-$34.1K	0.61%	56
2022 Q2	$467K	Sell	11,705 -4,166	-26%	-$179K	0.72%	45
2022 Q1	$698K	Buy	15,871 +212	+1%	+$9.13K	0.9%	34
2021 Q4	$689K	Buy	+15,659	New	+$639K	0.79%	40

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

S.C. Financial Services's SPYD Position: Q4 2022 in Review

S.C. Financial Services reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 21% in Q4 2022, selling an estimated $89.9K and leaving 8,559 shares worth $339K. The position accounts for 0.52% of the portfolio, ranked #66.

S.C. Financial Services first reported a position in SPYD in Q4 2021 and has held it in 5 quarters since. The position peaked at $698K in Q1 2022. 422 funds tracked by Wall St. Rank hold SPYD as of Q4 2022.

S.C. Financial Services held 8,559 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $339K as of Q4 2022.
S.C. Financial Services sold 2,299 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2022, an estimated $89.9K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.52% of S.C. Financial Services's portfolio in Q4 2022, its #66 holding.
S.C. Financial Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $698K in Q1 2022.
422 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.