West Wealth Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

West Wealth Group’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	-6,197	Closed	-$249K	–	90
2024 Q2	$249K	Sell	6,197 -887	-13%	-$35.6K	0.09%	75
2024 Q1	$288K	Sell	7,084 -1,849	-21%	-$72.2K	0.11%	63
2023 Q4	$350K	Sell	8,933 -2,191	-20%	-$78.7K	0.14%	59
2023 Q3	$390K	Sell	11,124 -91	-0.8%	-$3.39K	0.17%	50
2023 Q2	$416K	Buy	+11,215	New	+$414K	0.18%	42
2023 Q1	–	Sell	-8,420	Closed	-$333K	–	83
2022 Q4	$333K	Buy	+8,420	New	+$329K	0.17%	45

Other funds holding SPYD

MYLI

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

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

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

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

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

FCAS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

West Wealth Group's SPYD Position: Q3 2024 in Review

West Wealth Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2024, closing a stake of 6,197 shares — an estimated $249K sold.

West Wealth Group first reported a position in SPYD in Q4 2022 and held it in 6 quarters. The position peaked at $416K in Q2 2023. 431 funds tracked by Wall St. Rank hold SPYD as of Q3 2024.

West Wealth Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2024 after selling out during the quarter.
West Wealth Group sold 6,197 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2024, an estimated $249K.
West Wealth Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 6 quarters.
West Wealth Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $416K in Q2 2023.
431 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2024.

Based on West Wealth Group's 13F filing for Q3 2024, filed 23 Oct 2024.