Winch Advisory Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Winch Advisory Services’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	-149	Closed	-$7K	–	475
2022 Q1	$7K	Buy	+149	New	+$6.42K	﹤0.01%	288
2018 Q1	–	Sell	-767	Closed	-$29K	–	324
2017 Q4	$29K	Buy	+767	New	+$28.3K	0.02%	134

Other funds holding SPYD

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Winch Advisory Services's SPYD Position: Q2 2022 in Review

Winch Advisory Services sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2022, closing a stake of 149 shares — an estimated $7K sold.

Winch Advisory Services first reported a position in SPYD in Q4 2017 and held it in 2 quarters. The position peaked at $29K in Q4 2017. 385 funds tracked by Wall St. Rank hold SPYD as of Q2 2022.

Winch Advisory Services reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 149 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2022, an estimated $7K.
Winch Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2017 and held it in 2 quarters.
Winch Advisory Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $29K in Q4 2017.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.