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

Sound View Wealth Advisors’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
2019 Q1	$278K	Buy	+7,336	New	+$270K	0.09%	196

Other funds holding SPYD

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

RJFSA

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sound View Wealth Advisors's SPYD Position: Q1 2019 in Review

Sound View Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2019: 7,336 shares worth $278K. The stake represents 0.09% of the portfolio and ranks #196 among its holdings.

147 funds tracked by Wall St. Rank hold SPYD as of Q1 2019.

Sound View Wealth Advisors held 7,336 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $278K as of Q1 2019.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Sound View Wealth Advisors position in Q1 2019.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #196 holding.
147 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.