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

Teamwork Financial 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
2023 Q2	–	Sell	-10,653	Closed	-$405K	–	206
2023 Q1	$405K	Buy	10,653 +3,788	+55%	+$151K	0.07%	136
2022 Q4	$272K	Buy	+6,865	New	+$269K	0.05%	166
2021 Q3	–	Sell	-5,885	Closed	-$236K	–	285
2021 Q2	$236K	Sell	5,885 -962	-14%	-$39.1K	0.05%	223
2021 Q1	$264K	Sell	6,847 -1,653	-19%	-$60.2K	0.06%	201
2020 Q4	$280K	Sell	8,500 -5,231	-38%	-$162K	0.07%	169
2020 Q3	$376K	Buy	+13,731	New	+$388K	0.12%	133
2020 Q1	–	Sell	-5,109	Closed	-$202K	–	135
2019 Q4	$202K	Buy	+5,109	New	+$197K	0.12%	108

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Teamwork Financial Advisors's SPYD Position: Q2 2023 in Review

Teamwork Financial Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2023, closing a stake of 10,653 shares — an estimated $405K sold.

Teamwork Financial Advisors first reported a position in SPYD in Q4 2019 and held it in 7 quarters. The position peaked at $405K in Q1 2023. 408 funds tracked by Wall St. Rank hold SPYD as of Q2 2023.

Teamwork Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 10,653 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2023, an estimated $405K.
Teamwork Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 7 quarters.
Teamwork Financial Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $405K in Q1 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2023.

Based on Teamwork Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.