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

WESPAC 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
2022 Q2	–	Sell	-17,433	Closed	-$766K	–	121
2022 Q1	$766K	Sell	17,433 -9,959	-36%	-$429K	0.83%	53
2021 Q4	$1.15M	Buy	27,392 +1,178	+4%	+$48.1K	0.77%	57
2021 Q3	$1.02M	Buy	26,214 +13,956	+114%	+$555K	0.63%	62
2021 Q2	$491K	Sell	12,258 -53,560	-81%	-$2.18M	0.94%	53
2021 Q1	$2.53M	Sell	65,818 -19,913	-23%	-$725K	1.89%	6
2020 Q4	$2.82M	Buy	+85,731	New	+$2.65M	2.18%	3

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WESPAC Advisors's SPYD Position: Q2 2022 in Review

WESPAC Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2022, closing a stake of 17,433 shares — an estimated $766K sold.

WESPAC Advisors first reported a position in SPYD in Q4 2020 and held it in 6 quarters. The position peaked at $2.82M in Q4 2020. 387 funds tracked by Wall St. Rank hold SPYD as of Q2 2022.

WESPAC Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2022 after selling out during the quarter.
WESPAC Advisors sold 17,433 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2022, an estimated $766K.
WESPAC Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and held it in 6 quarters.
WESPAC Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.82M in Q4 2020.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2022.

Based on WESPAC Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.