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

Sheets Smith Wealth Management’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
Q4 		– Sell
-1,012
Closed -$35.5K – 479
2023
Q3 		$35.5K Buy
+1,012
New +$37.7K 0.01% 401

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
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
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

Sheets Smith Wealth Management's SPYD Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2023, closing a stake of 1,012 shares — an estimated $35.5K sold.

Sheets Smith Wealth Management first reported a position in SPYD in Q3 2023 and held it in 1 quarter. The position peaked at $35.5K in Q3 2023. 419 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 1,012 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2023, an estimated $35.5K.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $35.5K in Q3 2023.
  • 419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.