SGI
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Summit Global Investments’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Summit Global Investments’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
Q3 		– Sell
-5,770
Closed -$231K – 559
2021
Q2 		$231K Buy
+5,770
New +$235K 0.01% 507

Other funds holding SPYD

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Summit Global Investments's SPYD Position: Q3 2021 in Review

Summit Global Investments sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2021, closing a stake of 5,770 shares — an estimated $231K sold.

Summit Global Investments first reported a position in SPYD in Q2 2021 and held it in 1 quarter. The position peaked at $231K in Q2 2021. 285 funds tracked by Wall St. Rank hold SPYD as of Q3 2021.

  • Summit Global Investments reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • Summit Global Investments sold 5,770 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2021, an estimated $231K.
  • Summit Global Investments first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and held it in 1 quarter.
  • Summit Global Investments's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $231K in Q2 2021.
  • 285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2021.

Based on Summit Global Investments's 13F filing for Q3 2021, filed 8 Nov 2021.