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

USAdvisors 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
-5,837
Closed -$228K – 142
2023
Q4 		$228K Sell
5,837
-2,659
-31% -$95.5K 0.09% 116
2023
Q3 		$297K Buy
8,496
+87
+1% +$3.24K 0.13% 92
2023
Q2 		$312K Buy
8,409
+92
+1% +$3.4K 0.15% 88
2023
Q1 		$316K Buy
8,317
+75
+0.9% +$3K 0.15% 95
2022
Q4 		$326K Buy
8,242
+88
+1% +$3.44K 0.16% 93
2022
Q3 		$289K Buy
8,154
+414
+5% +$16.7K 0.15% 99
2022
Q2 		$309K Sell
7,740
-114
-1% -$4.9K 0.15% 97
2022
Q1 		$345K Sell
7,854
-407
-5% -$17.5K 0.15% 97
2021
Q4 		$347K Sell
8,261
-282
-3% -$11.5K 0.14% 92
2021
Q3 		$334K Sell
8,543
-904
-10% -$36K 0.14% 88
2021
Q2 		$379K Sell
9,447
-13,418
-59% -$546K 0.21% 79
2021
Q1 		$880K Sell
22,865
-30,887
-57% -$1.13M 0.43% 53
2020
Q4 		$1.8M Sell
53,752
-11,324
-17% -$350K 0.87% 27
2020
Q3 		$1.78K Sell
65,076
-9
-0% -$254 0.28% 27
2020
Q2 		$1.81M Buy
65,085
+4,597
+8% +$126K 0.96% 24
2020
Q1 		$1.49M Buy
60,488
+36,434
+151% +$1.27M 0.92% 25
2019
Q4 		$949K Buy
+24,054
New +$928K 0.49% 29

Other funds holding SPYD

PP
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

USAdvisors Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 5,837 shares — an estimated $228K sold.

USAdvisors Wealth Management first reported a position in SPYD in Q4 2019 and held it in 17 quarters. The position peaked at $1.81M in Q2 2020. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

  • USAdvisors 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.
  • USAdvisors Wealth Management sold 5,837 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $228K.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 17 quarters.
  • USAdvisors Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.81M in Q2 2020.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on USAdvisors Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.