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

Verus Capital 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 Q1	$223K	Sell	9,085 -8,836	-49%	-$308K	0.07%	178
2019 Q4	$707K	Buy	+17,921	New	+$691K	0.23%	74

Other funds holding SPYD

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

TCPWM

Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return

Verus Capital Partners's SPYD Position: Q1 2020 in Review

Verus Capital Partners reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 49% in Q1 2020, selling an estimated $308K and leaving 9,085 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #178.

Verus Capital Partners first reported a position in SPYD in Q4 2019 and has held it in 2 quarters since. The position peaked at $707K in Q4 2019. 207 funds tracked by Wall St. Rank hold SPYD as of Q1 2020.

Verus Capital Partners held 9,085 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $223K as of Q1 2020.
Verus Capital Partners sold 8,836 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2020, an estimated $308K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.07% of Verus Capital Partners's portfolio in Q1 2020, its #178 holding.
Verus Capital Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $707K in Q4 2019.
207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.