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Watts Gwilliam & Co’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Watts Gwilliam & Co’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
Q4 		– Sell
-9,340
Closed -$418K – 226
2024
Q3 		$418K Buy
+9,340
New +$406K 0.09% 135

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Watts Gwilliam & Co's SPYD Position: Q4 2024 in Review

Watts Gwilliam & Co sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 9,340 shares — an estimated $418K sold.

Watts Gwilliam & Co first reported a position in SPYD in Q3 2024 and held it in 1 quarter. The position peaked at $418K in Q3 2024. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

  • Watts Gwilliam & Co reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Watts Gwilliam & Co sold 9,340 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $418K.
  • Watts Gwilliam & Co first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Watts Gwilliam & Co's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $418K in Q3 2024.
  • 456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Watts Gwilliam & Co's 13F filing for Q4 2024, filed 10 Jan 2025.