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

TCI Wealth 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
2020
Q3 		– Sell
-200
Closed -$6K – 1659
2020
Q2 		$6K Buy
200
+100
+100% +$2.73K ﹤0.01% 703
2020
Q1 		$2K Buy
+100
New +$3.48K ﹤0.01% 1094
2019
Q2 		– Sell
-3,298
Closed -$125K – 1541
2019
Q1 		$125K Buy
+3,298
New +$122K 0.06% 201

Other funds holding SPYD

AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

TCI Wealth Advisors's SPYD Position: Q3 2020 in Review

TCI Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2020, closing a stake of 200 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in SPYD in Q1 2019 and held it in 3 quarters. The position peaked at $125K in Q1 2019. 204 funds tracked by Wall St. Rank hold SPYD as of Q3 2020.

  • TCI Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 200 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2020, an estimated $6K.
  • TCI Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and held it in 3 quarters.
  • TCI Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $125K in Q1 2019.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2020.

Based on TCI Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.