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

WealthBridge Capital Management’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	–	Sell	-5,275	Closed	-$208K	–	134
2019 Q4	$208K	Sell	5,275 -764	-13%	-$29.5K	0.13%	117
2019 Q3	$229K	Buy	+6,039	New	+$226K	0.16%	102
2019 Q2	–	Sell	-3,937	Closed	-$149K	–	756
2019 Q1	$149K	Buy	+3,937	New	+$145K	0.09%	136

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

WealthBridge Capital Management's SPYD Position: Q1 2020 in Review

WealthBridge Capital Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2020, closing a stake of 5,275 shares — an estimated $208K sold.

WealthBridge Capital Management first reported a position in SPYD in Q1 2019 and held it in 3 quarters. The position peaked at $229K in Q3 2019. 207 funds tracked by Wall St. Rank hold SPYD as of Q1 2020.

WealthBridge Capital Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2020 after selling out during the quarter.
WealthBridge Capital Management sold 5,275 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2020, an estimated $208K.
WealthBridge Capital Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and held it in 3 quarters.
WealthBridge Capital Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $229K in Q3 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 WealthBridge Capital Management's 13F filing for Q1 2020, filed 15 May 2020.