Salem Investment Counselors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Salem Investment Counselors’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 Q2	–	Sell	-600	Closed	-$24.4K	–	1201
2024 Q1	$24.4K	Hold	600	–	–	﹤0.01%	680
2023 Q4	$23.5K	Sell	600 -150	-20%	-$5.39K	﹤0.01%	673
2023 Q3	$26.3K	Hold	750	–	–	﹤0.01%	639
2023 Q2	$27.8K	Sell	750 -250	-25%	-$9.23K	﹤0.01%	633
2023 Q1	$38K	Buy	1,000 +800	+400%	+$32K	﹤0.01%	579
2022 Q4	$7.91K	Hold	200	–	–	﹤0.01%	823
2022 Q3	$7K	Buy	200 +2	+1%	+$81	﹤0.01%	823
2022 Q2	$8K	Buy	198 +2	+1%	+$86	﹤0.01%	823
2022 Q1	$9K	Buy	196 +3	+2%	+$129	﹤0.01%	773
2021 Q4	$8K	Buy	+193	New	+$7.88K	﹤0.01%	872

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

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

FCAS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Salem Investment Counselors's SPYD Position: Q2 2024 in Review

Salem Investment Counselors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2024, closing a stake of 600 shares — an estimated $24.4K sold.

Salem Investment Counselors first reported a position in SPYD in Q4 2021 and held it in 10 quarters. The position peaked at $38K in Q1 2023. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

Salem Investment Counselors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Salem Investment Counselors sold 600 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2024, an estimated $24.4K.
Salem Investment Counselors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 10 quarters.
Salem Investment Counselors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $38K in Q1 2023.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Salem Investment Counselors's 13F filing for Q2 2024, filed 11 Jul 2024.