USA Financial Formulas’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

USA Financial Formulas’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
2022 Q3	–	Sell	-31,814	Closed	-$1.27M	–	407
2022 Q2	$1.27M	Buy	+31,814	New	+$1.37M	1.59%	11

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

USA Financial Formulas's SPYD Position: Q3 2022 in Review

USA Financial Formulas sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2022, closing a stake of 31,814 shares — an estimated $1.27M sold.

USA Financial Formulas first reported a position in SPYD in Q2 2022 and held it in 1 quarter. The position peaked at $1.27M in Q2 2022. 384 funds tracked by Wall St. Rank hold SPYD as of Q3 2022.

USA Financial Formulas reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2022 after selling out during the quarter.
USA Financial Formulas sold 31,814 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2022, an estimated $1.27M.
USA Financial Formulas first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2022 and held it in 1 quarter.
USA Financial Formulas's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.27M in Q2 2022.
384 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.