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

Vericrest Private Wealth’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 Q2	$766K	Buy	19,184 +2,244	+13%	+$96.5K	0.94%	27
2022 Q1	$745K	Buy	16,940 +3,725	+28%	+$160K	0.77%	29
2021 Q4	$556K	Buy	+13,215	New	+$539K	0.52%	31

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 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

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Vericrest Private Wealth's SPYD Position: Q2 2022 in Review

Vericrest Private Wealth increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 13% in Q2 2022, buying an estimated $96.5K and bringing the position to 19,184 shares worth $766K. The position accounts for 0.94% of the portfolio, ranked #27.

Vericrest Private Wealth first reported a position in SPYD in Q4 2021 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold SPYD as of Q2 2022.

Vericrest Private Wealth held 19,184 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $766K as of Q2 2022.
Vericrest Private Wealth bought 2,244 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2022, an estimated $96.5K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.94% of Vericrest Private Wealth's portfolio in Q2 2022, its #27 holding.
Vericrest Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 3 quarters since.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2022.

Based on Vericrest Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.