Sterling Financial Planning’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-2,375	Closed	-$93K	–	355
2021 Q3	$93K	Buy	2,375 +1,375	+138%	+$54.7K	0.06%	132
2021 Q2	$40K	Buy	+1,000	New	+$40.7K	0.03%	192

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sterling Financial Planning's SPYD Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2021, closing a stake of 2,375 shares — an estimated $93K sold.

Sterling Financial Planning first reported a position in SPYD in Q2 2021 and held it in 2 quarters. The position peaked at $93K in Q3 2021. 331 funds tracked by Wall St. Rank hold SPYD as of Q4 2021.

Sterling Financial Planning reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 2,375 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2021, an estimated $93K.
Sterling Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and held it in 2 quarters.
Sterling Financial Planning's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $93K in Q3 2021.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.