Strategic Point Investment Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Strategic Point Investment 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
2024 Q1	–	Sell	-395,094	Closed	-$15.5M	–	34
2023 Q4	$15.5M	Buy	395,094 +163	+0%	+$5.85K	2.99%	13
2023 Q3	$13.9M	Buy	394,931 +8,219	+2%	+$306K	2.96%	14
2023 Q2	$14.3M	Sell	386,712 -2,825	-0.7%	-$104K	2.94%	14
2023 Q1	$14.8M	Buy	389,537 +2,700	+0.7%	+$108K	3.29%	11
2022 Q4	$15.3M	Buy	386,837 +4,735	+1%	+$185K	3.68%	10
2022 Q3	$13.6M	Buy	382,102 +951	+0.2%	+$38.3K	3.79%	9
2022 Q2	$15.2M	Buy	+381,151	New	+$16.4M	4.23%	9

Other funds holding SPYD

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

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Strategic Point Investment Advisors's SPYD Position: Q1 2024 in Review

Strategic Point Investment Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 395,094 shares — an estimated $15.5M sold.

Strategic Point Investment Advisors first reported a position in SPYD in Q2 2022 and held it in 7 quarters. The position peaked at $15.5M in Q4 2023. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

Strategic Point Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Strategic Point Investment Advisors sold 395,094 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $15.5M.
Strategic Point Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2022 and held it in 7 quarters.
Strategic Point Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $15.5M in Q4 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on Strategic Point Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.