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

Visionary 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
2024 Q1	–	Sell	-14,565	Closed	-$571K	–	501
2023 Q4	$571K	Sell	14,565 -6,090	-29%	-$219K	0.04%	294
2023 Q3	$724K	Sell	20,655 -1,514	-7%	-$56.3K	0.06%	248
2023 Q2	$822K	Sell	22,169 -1,749	-7%	-$64.6K	0.07%	231
2023 Q1	$909K	Buy	+23,918	New	+$956K	0.08%	204
2020 Q1	–	Sell	-6,048	Closed	-$239K	–	225
2019 Q4	$239K	Buy	+6,048	New	+$233K	0.04%	187

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Visionary Wealth Advisors's SPYD Position: Q1 2024 in Review

Visionary Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2024, closing a stake of 14,565 shares — an estimated $571K sold.

Visionary Wealth Advisors first reported a position in SPYD in Q4 2019 and held it in 5 quarters. The position peaked at $909K in Q1 2023. 408 funds tracked by Wall St. Rank hold SPYD as of Q1 2024.

Visionary Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 14,565 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2024, an estimated $571K.
Visionary Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and held it in 5 quarters.
Visionary Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $909K in Q1 2023.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2024.

Based on Visionary Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.