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

Traverso Chambers Private 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
2023 Q4	$947K	Buy	24,168 +24	+0.1%	+$862	0.23%	57
2023 Q3	$847K	Buy	24,144 +21	+0.1%	+$782	0.23%	54
2023 Q2	$894K	Buy	24,123 +22	+0.1%	+$812	0.23%	54
2023 Q1	$916K	Buy	24,101 +18	+0.1%	+$719	0.25%	50
2022 Q4	$953K	Buy	24,083 +21	+0.1%	+$821	0.27%	47
2022 Q3	$853K	Buy	24,062 +18	+0.1%	+$725	0.26%	50
2022 Q2	$960K	Buy	24,044 +17	+0.1%	+$731	0.32%	43
2022 Q1	$1.06M	Buy	24,027 +24	+0.1%	+$1.03K	0.31%	43
2021 Q4	$1.01M	Sell	24,003 -1,045	-4%	-$42.6K	0.3%	47
2021 Q3	$980K	Buy	25,048 +16	+0.1%	+$637	0.31%	43
2021 Q2	$1M	Buy	25,032 +15	+0.1%	+$610	0.32%	42
2021 Q1	$963K	Sell	25,017 -274	-1%	-$9.98K	0.32%	41
2020 Q4	$833K	Sell	25,291 -614	-2%	-$19K	0.3%	40
2020 Q3	$710K	Sell	25,905 -1,704	-6%	-$48.2K	0.27%	45
2020 Q2	$769K	Sell	27,609 -298,912	-92%	-$8.17M	0.32%	41
2020 Q1	$8.03M	Buy	326,521 +149,271	+84%	+$5.2M	3.78%	7
2019 Q4	$6.99M	Buy	+177,250	New	+$6.84M	2.97%	12

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

Traverso Chambers Private Wealth Management's SPYD Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.1% in Q4 2023, buying an estimated $862 and bringing the position to 24,168 shares worth $947K. The position accounts for 0.23% of the portfolio, ranked #57.

Traverso Chambers Private Wealth Management first reported a position in SPYD in Q4 2019 and has held it in 17 quarters since. The position peaked at $8.03M in Q1 2020. 419 funds tracked by Wall St. Rank hold SPYD as of Q4 2023.

Traverso Chambers Private Wealth Management held 24,168 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $947K as of Q4 2023.
Traverso Chambers Private Wealth Management bought 24 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2023, an estimated $862.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.23% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #57 holding.
Traverso Chambers Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and has held it in 17 quarters since.
Traverso Chambers Private Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $8.03M in Q1 2020.
419 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.