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Strategic Equity Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Strategic Equity Management’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
2022
Q3 		– Sell
-102,817
Closed -$4.1M – 46
2022
Q2 		$4.1M Buy
+102,817
New +$4.42M 2.13% 17

Other funds holding SPYD

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Equity Management's SPYD Position: Q3 2022 in Review

Strategic Equity Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2022, closing a stake of 102,817 shares — an estimated $4.1M sold.

Strategic Equity Management first reported a position in SPYD in Q2 2022 and held it in 1 quarter. The position peaked at $4.1M in Q2 2022. 384 funds tracked by Wall St. Rank hold SPYD as of Q3 2022.

  • Strategic Equity Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Strategic Equity Management sold 102,817 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2022, an estimated $4.1M.
  • Strategic Equity Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Strategic Equity Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.1M in Q2 2022.
  • 384 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2022.

Based on Strategic Equity Management's 13F filing for Q3 2022, filed 17 Oct 2022.