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

TPG 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 Q1	–	Sell	-6,262	Closed	-$248K	–	50
2022 Q4	$248K	Buy	+6,262	New	+$245K	0.15%	42
2020 Q2	–	Sell	-172,430	Closed	-$4.24M	–	47
2020 Q1	$4.24M	Buy	172,430 +10,641	+7%	+$371K	4.21%	7
2019 Q4	$6.38M	Buy	161,789 +9,319	+6%	+$359K	5.26%	7
2019 Q3	$5.79M	Buy	+152,470	New	+$5.7M	5.21%	7

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

PIM

Parker Investment Management Menlo Park, California $659M AUM 52.52% 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

AOI

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

TPG Financial Advisors's SPYD Position: Q1 2023 in Review

TPG Financial Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2023, closing a stake of 6,262 shares — an estimated $248K sold.

TPG Financial Advisors first reported a position in SPYD in Q3 2019 and held it in 4 quarters. The position peaked at $6.38M in Q4 2019. 415 funds tracked by Wall St. Rank hold SPYD as of Q1 2023.

TPG Financial Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2023 after selling out during the quarter.
TPG Financial Advisors sold 6,262 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2023, an estimated $248K.
TPG Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and held it in 4 quarters.
TPG Financial Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $6.38M in Q4 2019.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2023.

Based on TPG Financial Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.