Tennessee Valley Asset Management Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Tennessee Valley Asset Management Partners’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 Q4	–	Sell	-5,205	Closed	-$238K	–	164
2024 Q3	$238K	Sell	5,205 -1,054	-17%	-$45.8K	0.04%	145
2024 Q2	$252K	Sell	6,259 -609	-9%	-$24.4K	0.05%	141
2024 Q1	$280K	Sell	6,868 -3,964	-37%	-$155K	0.07%	108
2023 Q4	$425K	Buy	+10,832	New	+$389K	0.06%	117
2023 Q2	–	Sell	-6,017	Closed	-$229K	–	116
2023 Q1	$229K	Buy	6,017 +454	+8%	+$18.1K	0.07%	94
2022 Q4	$220K	Buy	+5,563	New	+$218K	0.08%	98

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 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

FCAS

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

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

Tennessee Valley Asset Management Partners's SPYD Position: Q4 2024 in Review

Tennessee Valley Asset Management Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 5,205 shares — an estimated $238K sold.

Tennessee Valley Asset Management Partners first reported a position in SPYD in Q4 2022 and held it in 6 quarters. The position peaked at $425K in Q4 2023. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Tennessee Valley Asset Management Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 5,205 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $238K.
Tennessee Valley Asset Management Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 6 quarters.
Tennessee Valley Asset Management Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $425K in Q4 2023.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q4 2024, filed 22 Jan 2025.