Stillwater Capital Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Stillwater Capital 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 Q2	–	Sell	-65,530	Closed	-$2.48M	–	81
2019 Q1	$2.48M	Buy	65,530 +7,148	+12%	+$264K	0.54%	45
2018 Q4	$1.99M	Buy	+58,382	New	+$2.13M	0.5%	46

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

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

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

RJFSA

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

BFG

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stillwater Capital Advisors's SPYD Position: Q2 2019 in Review

Stillwater Capital Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2019, closing a stake of 65,530 shares — an estimated $2.48M sold.

Stillwater Capital Advisors first reported a position in SPYD in Q4 2018 and held it in 2 quarters. The position peaked at $2.48M in Q1 2019. 168 funds tracked by Wall St. Rank hold SPYD as of Q2 2019.

Stillwater Capital Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2019 after selling out during the quarter.
Stillwater Capital Advisors sold 65,530 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2019, an estimated $2.48M.
Stillwater Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and held it in 2 quarters.
Stillwater Capital Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.48M in Q1 2019.
168 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2019.

Based on Stillwater Capital Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.