Treasure Coast Financial Planning’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Treasure Coast Financial Planning’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 Q2	–	Sell	-7,262	Closed	-$276K	–	41
2023 Q1	$276K	Sell	7,262 -2,924	-29%	-$117K	0.19%	32
2022 Q4	$403K	Buy	+10,186	New	+$398K	0.3%	27

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Treasure Coast Financial Planning's SPYD Position: Q2 2023 in Review

Treasure Coast Financial Planning sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2023, closing a stake of 7,262 shares — an estimated $276K sold.

Treasure Coast Financial Planning first reported a position in SPYD in Q4 2022 and held it in 2 quarters. The position peaked at $403K in Q4 2022. 408 funds tracked by Wall St. Rank hold SPYD as of Q2 2023.

Treasure Coast Financial Planning reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Treasure Coast Financial Planning sold 7,262 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2023, an estimated $276K.
Treasure Coast Financial Planning first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 2 quarters.
Treasure Coast Financial Planning's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $403K in Q4 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2023.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2023, filed 21 Jul 2023.