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

XML Securities’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
2018 Q1	$2.7M	Buy	+75,482	New	+$2.77M	3.35%	8

Other funds holding SPYD

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 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

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

XML Securities's SPYD Position: Q1 2018 in Review

XML Securities opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2018: 75,482 shares worth $2.7M. The stake represents 3.35% of the portfolio and ranks #8 among its holdings.

70 funds tracked by Wall St. Rank hold SPYD as of Q1 2018.

XML Securities held 75,482 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.7M as of Q1 2018.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new XML Securities position in Q1 2018.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 3.35% of XML Securities's portfolio in Q1 2018, its #8 holding.
70 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.