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SFS
Sowell Financial Services’s
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
Stock Holding History
Sowell Financial Services’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
2026
Q1
$208K
Buy
+4,568
New
+$210K
0.01%
1037
2023
Q1
–
Sell
-13,730
Closed
-$543K
–
829
2022
Q4
$543K
Buy
13,730
+308
+2%
+$12K
0.04%
416
2022
Q3
$476K
Buy
+13,422
New
+$540K
0.05%
323
2022
Q1
–
Sell
-21,870
Closed
-$920K
–
469
2021
Q4
$920K
Buy
21,870
+738
+3%
+$30.1K
0.05%
347
2021
Q3
$827K
Buy
+21,132
New
+$841K
0.06%
325
2021
Q2
–
Sell
-447
Closed
-$19K
–
2423
2021
Q1
$19K
Buy
+447
New
+$16.3K
﹤0.01%
2083
2020
Q2
–
Sell
-4,055
Closed
-$100K
–
2668
2020
Q1
$100K
Sell
4,055
-5,402
-57%
-$188K
0.01%
839
2019
Q4
$373K
Sell
9,457
-13,344
-59%
-$515K
0.03%
533
2019
Q3
$866K
Buy
+22,801
New
+$853K
0.07%
275
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1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
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$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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