Simplicity Solutions’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-20,925	Closed	-$795K	–	1213
2023 Q1	$795K	Buy	+20,925	New	+$836K	0.02%	544
2020 Q2	–	Sell	-8,821	Closed	-$217K	–	923
2020 Q1	$217K	Buy	8,821 +2,485	+39%	+$86.5K	0.01%	670
2019 Q4	$250K	Sell	6,336 -99,807	-94%	-$3.85M	0.01%	732
2019 Q3	$4.03M	Buy	+106,143	New	+$3.97M	0.16%	109

Other funds holding SPYD

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

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

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

Simplicity Solutions's SPYD Position: Q2 2023 in Review

Simplicity Solutions sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2023, closing a stake of 20,925 shares — an estimated $795K sold.

Simplicity Solutions first reported a position in SPYD in Q3 2019 and held it in 4 quarters. The position peaked at $4.03M in Q3 2019. 408 funds tracked by Wall St. Rank hold SPYD as of Q2 2023.

Simplicity Solutions reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 20,925 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2023, an estimated $795K.
Simplicity Solutions first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and held it in 4 quarters.
Simplicity Solutions's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.03M in Q3 2019.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.