V Wealth Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

V Wealth Advisors’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 Q3	–	Sell	-44,361	Closed	-$1.64M	–	327
2023 Q2	$1.64M	Buy	44,361 +1,645	+4%	+$60.7K	0.27%	76
2023 Q1	$1.62M	Buy	42,716 +31,669	+287%	+$1.27M	0.3%	77
2022 Q4	$437K	Hold	11,047	–	–	0.09%	207
2022 Q3	$392K	Hold	11,047	–	–	0.08%	236
2022 Q2	$441K	Sell	11,047 -500	-4%	-$21.5K	0.08%	235
2022 Q1	$507K	Hold	11,547	–	–	0.08%	242
2021 Q4	$486K	Hold	11,547	–	–	0.07%	261
2021 Q3	$452K	Buy	11,547 +27	+0.2%	+$1.07K	0.07%	286
2021 Q2	$461K	Hold	11,520	–	–	0.07%	292
2021 Q1	$444K	Sell	11,520 -302	-3%	-$11K	0.08%	266
2020 Q4	$389K	Buy	+11,822	New	+$365K	0.08%	253
2020 Q3	–	Sell	-11,822	Closed	-$329K	–	323
2020 Q2	$329K	Hold	11,822	–	–	0.09%	249
2020 Q1	$291K	Buy	+11,822	New	+$412K	0.09%	226

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

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

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

FCAS

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

V Wealth Advisors's SPYD Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2023, closing a stake of 44,361 shares — an estimated $1.64M sold.

V Wealth Advisors first reported a position in SPYD in Q1 2020 and held it in 13 quarters. The position peaked at $1.64M in Q2 2023. 389 funds tracked by Wall St. Rank hold SPYD as of Q3 2023.

V Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 44,361 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2023, an estimated $1.64M.
V Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2020 and held it in 13 quarters.
V Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.64M in Q2 2023.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.