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Trinity Legacy Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Trinity Legacy Partners’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
2020
Q2 		– Sell
-29,625
Closed -$689K – 83
2020
Q1 		$689K Sell
29,625
-25,783
-47% -$898K 0.49% 40
2019
Q4 		$2.17M Buy
+55,408
New +$2.14M 1.01% 25

Other funds holding SPYD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Trinity Legacy Partners's SPYD Position: Q2 2020 in Review

Trinity Legacy Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2020, closing a stake of 29,625 shares — an estimated $689K sold.

Trinity Legacy Partners first reported a position in SPYD in Q4 2019 and held it in 2 quarters. The position peaked at $2.17M in Q4 2019. 205 funds tracked by Wall St. Rank hold SPYD as of Q2 2020.

  • Trinity Legacy Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2020 after selling out during the quarter.
  • Trinity Legacy Partners sold 29,625 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2020, an estimated $689K.
  • Trinity Legacy Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 2 quarters.
  • Trinity Legacy Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.17M in Q4 2019.
  • 205 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2020.

Based on Trinity Legacy Partners's 13F filing for Q2 2020, filed 8 Jul 2020.