Sard Wealth Management Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Sard Wealth Management Group’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	-23,531	Closed	-$958K	–	48
2024 Q1	$958K	Sell	23,531 -158	-0.7%	-$6.17K	0.87%	18
2023 Q4	$928K	Buy	+23,689	New	+$851K	0.94%	18

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

Sard Wealth Management Group's SPYD Position: Q2 2024 in Review

Sard Wealth Management Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2024, closing a stake of 23,531 shares — an estimated $958K sold.

Sard Wealth Management Group first reported a position in SPYD in Q4 2023 and held it in 2 quarters. The position peaked at $958K in Q1 2024. 411 funds tracked by Wall St. Rank hold SPYD as of Q2 2024.

Sard Wealth Management Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2024 after selling out during the quarter.
Sard Wealth Management Group sold 23,531 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2024, an estimated $958K.
Sard Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and held it in 2 quarters.
Sard Wealth Management Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $958K in Q1 2024.
411 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2024.

Based on Sard Wealth Management Group's 13F filing for Q2 2024, filed 15 Jul 2024.