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

Tradition Wealth 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
2024 Q1	–	Sell	-1,544	Closed	-$61K	–	1073
2023 Q4	$61K	Buy	1,544 +21	+1%	+$754	0.01%	581
2023 Q3	$53K	Buy	1,523 +18	+1%	+$670	0.01%	588
2023 Q2	$56K	Buy	1,505 +19	+1%	+$702	0.01%	598
2023 Q1	$56K	Buy	+1,486	New	+$59.4K	0.01%	586

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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

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

Tradition Wealth Management's SPYD Position: Q1 2024 in Review

Tradition Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 1,544 shares — an estimated $61K sold.

Tradition Wealth Management first reported a position in SPYD in Q1 2023 and held it in 4 quarters. The position peaked at $61K in Q4 2023. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

Tradition Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,544 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $61K.
Tradition Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2023 and held it in 4 quarters.
Tradition Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $61K in Q4 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.