Smart Money Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Smart Money 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
2023 Q1	–	Sell	-260,471	Closed	-$10.3M	–	54
2022 Q4	$10.3M	Buy	260,471 +44,078	+20%	+$1.72M	5.38%	8
2022 Q3	$7.67M	Buy	+216,393	New	+$8.71M	5.23%	7
2020 Q1	–	Sell	-21,057	Closed	-$830K	–	96
2019 Q4	$830K	Buy	+21,057	New	+$812K	0.49%	45

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

PIM

Parker Investment Management Menlo Park, California $659M AUM 52.52% 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

Smart Money Group's SPYD Position: Q1 2023 in Review

Smart Money Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2023, closing a stake of 260,471 shares — an estimated $10.3M sold.

Smart Money Group first reported a position in SPYD in Q4 2019 and held it in 3 quarters. The position peaked at $10.3M in Q4 2022. 415 funds tracked by Wall St. Rank hold SPYD as of Q1 2023.

Smart Money Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2023 after selling out during the quarter.
Smart Money Group sold 260,471 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2023, an estimated $10.3M.
Smart Money Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 3 quarters.
Smart Money Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $10.3M in Q4 2022.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2023.

Based on Smart Money Group's 13F filing for Q1 2023, filed 8 May 2023.