Tradition Capital Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Tradition Capital Management’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
2019 Q1	$1.64M	Buy	43,335 +21,981	+103%	+$810K	0.44%	74
2018 Q4	$727K	Buy	21,354 +3,653	+21%	+$134K	0.23%	106
2018 Q3	$664K	Buy	17,701 +1,655	+10%	+$62.8K	0.17%	123
2018 Q2	$598K	Buy	16,046 +1,742	+12%	+$63.5K	0.17%	116
2018 Q1	$511K	Buy	+14,304	New	+$525K	0.15%	120

Other funds holding SPYD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Tradition Capital Management's SPYD Position: Q1 2019 in Review

Tradition Capital Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 103% in Q1 2019, buying an estimated $810K and bringing the position to 43,335 shares worth $1.64M. The position accounts for 0.44% of the portfolio, ranked #74.

Tradition Capital Management first reported a position in SPYD in Q1 2018 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold SPYD as of Q1 2019.

Tradition Capital Management held 43,335 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.64M as of Q1 2019.
Tradition Capital Management bought 21,981 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2019, an estimated $810K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.44% of Tradition Capital Management's portfolio in Q1 2019, its #74 holding.
Tradition Capital Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2018 and has held it in 5 quarters since.
147 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.