WP
SPYD icon

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

WealthPLAN 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
2024
Q3 		– Sell
-138,475
Closed -$5.57M – 298
2024
Q2 		$5.57M Buy
138,475
+22,281
+19% +$894K 0.6% 40
2024
Q1 		$4.73M Sell
116,194
-46,626
-29% -$1.82M 0.49% 67
2023
Q4 		$6.38M Buy
162,820
+89,254
+121% +$3.21M 0.66% 47
2023
Q3 		$2.58M Sell
73,566
-218
-0.3% -$8.11K 0.3% 87
2023
Q2 		$2.74M Buy
73,784
+1,205
+2% +$44.5K 0.39% 73
2023
Q1 		$2.76M Buy
72,579
+26
+0% +$1.04K 0.31% 81
2022
Q4 		$3.03M Buy
+72,553
New +$2.84M 0.21% 98
2022
Q1 		$3.35M Sell
78,483
-2,757
-3% -$119K 0.23% 96
2021
Q4 		$3.48M Sell
81,240
-1,523
-2% -$62.1K 0.23% 87
2021
Q3 		$3.38M Sell
82,763
-291
-0.4% -$11.6K 0.23% 90
2021
Q2 		$3.37M Sell
83,054
-3,010
-3% -$122K 0.24% 83
2021
Q1 		$3.51M Sell
86,064
-14,645
-15% -$534K 0.27% 77
2020
Q4 		$3.52M Sell
100,709
-2,986
-3% -$92.2K 0.3% 75
2020
Q3 		$3.14M Sell
103,695
-2,196
-2% -$62.1K 0.31% 79
2020
Q2 		$3.06M Buy
105,891
+255
+0.2% +$6.97K 0.32% 76
2020
Q1 		$2.7M Buy
105,636
+20,048
+23% +$698K 0.35% 70
2019
Q4 		$3.4M Sell
85,588
-525
-0.6% -$20.2K 0.4% 68
2019
Q3 		$3.35M Sell
86,113
-678
-0.8% -$25.4K 0.46% 65
2019
Q2 		$3.18M Sell
86,791
-965
-1% -$36.6K 0.48% 62
2019
Q1 		$3.32M Buy
87,756
+1,391
+2% +$51.3K 0.52% 57
2018
Q4 		$3.26M Sell
86,365
-153
-0.2% -$5.59K 0.52% 55
2018
Q3 		$3.17M Sell
86,518
-426
-0.5% -$16.2K 0.58% 47
2018
Q2 		$3.24M Sell
86,944
-1,323
-1% -$48.2K 0.66% 44
2018
Q1 		$3.16M Buy
88,267
+36,080
+69% +$1.32M 0.69% 39
2017
Q4 		$1.95M Buy
+52,187
New +$1.93M 0.52% 52

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's SPYD Position: Q3 2024 in Review

WealthPLAN Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2024, closing a stake of 138,475 shares — an estimated $5.57M sold.

WealthPLAN Partners first reported a position in SPYD in Q4 2017 and held it in 25 quarters. The position peaked at $6.38M in Q4 2023. 432 funds tracked by Wall St. Rank hold SPYD as of Q3 2024.

  • WealthPLAN Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 138,475 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2024, an estimated $5.57M.
  • WealthPLAN Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2017 and held it in 25 quarters.
  • WealthPLAN Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $6.38M in Q4 2023.
  • 432 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.