Sound View Wealth Advisors Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Sound View Wealth Advisors 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
2020 Q2	–	Sell	-18,189	Closed	-$447K	–	245
2020 Q1	$447K	Sell	18,189 -175	-1%	-$6.09K	0.15%	125
2019 Q4	$725K	Buy	18,364 +4,121	+29%	+$159K	0.2%	113
2019 Q3	$541K	Buy	14,243 +1,288	+10%	+$48.2K	0.16%	134
2019 Q2	$493K	Buy	+12,955	New	+$491K	0.15%	143

Other funds holding SPYD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Sound View Wealth Advisors Group's SPYD Position: Q2 2020 in Review

Sound View Wealth Advisors Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2020, closing a stake of 18,189 shares — an estimated $447K sold.

Sound View Wealth Advisors Group first reported a position in SPYD in Q2 2019 and held it in 4 quarters. The position peaked at $725K in Q4 2019. 205 funds tracked by Wall St. Rank hold SPYD as of Q2 2020.

Sound View Wealth Advisors Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2020 after selling out during the quarter.
Sound View Wealth Advisors Group sold 18,189 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2020, an estimated $447K.
Sound View Wealth Advisors Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2019 and held it in 4 quarters.
Sound View Wealth Advisors Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $725K in Q4 2019.
205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2020.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2020, filed 7 Aug 2020.