VitalStone Financial’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

VitalStone Financial’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	-130	Closed	-$5K	–	624
2023 Q2	$5K	Buy	+130	New	+$4.8K	﹤0.01%	726
2023 Q1	–	Sell	-130	Closed	-$5K	–	500
2022 Q4	$5K	Buy	+130	New	+$5.08K	﹤0.01%	404

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

VitalStone Financial's SPYD Position: Q3 2023 in Review

VitalStone Financial sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2023, closing a stake of 130 shares — an estimated $5K sold.

VitalStone Financial first reported a position in SPYD in Q4 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2023. 389 funds tracked by Wall St. Rank hold SPYD as of Q3 2023.

VitalStone Financial reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 130 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2023, an estimated $5K.
VitalStone Financial first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 2 quarters.
VitalStone Financial's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $5K 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 VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.