WOSD
SPYD icon

WFA of San Diego’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

WFA of San Diego’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
Q3 		– Sell
-14,810
Closed -$588K – 222
2020
Q2 		$588K Buy
+14,810
New +$405K 0.14% 141

Other funds holding SPYD

AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

WFA of San Diego's SPYD Position: Q3 2020 in Review

WFA of San Diego sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2020, closing a stake of 14,810 shares — an estimated $588K sold.

WFA of San Diego first reported a position in SPYD in Q2 2020 and held it in 1 quarter. The position peaked at $588K in Q2 2020. 204 funds tracked by Wall St. Rank hold SPYD as of Q3 2020.

  • WFA of San Diego reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 14,810 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2020, an estimated $588K.
  • WFA of San Diego first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $588K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.