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

Zullo Investment 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
2023 Q1	–	Sell	-500	Closed	-$19.8K	–	633
2022 Q4	$19.8K	Hold	500	–	–	0.01%	397
2022 Q3	$18K	Hold	500	–	–	0.01%	405
2022 Q2	$20K	Hold	500	–	–	0.01%	402
2022 Q1	$22K	Hold	500	–	–	0.01%	415
2021 Q4	$21K	Buy	+500	New	+$20.4K	0.01%	420

Other funds holding SPYD

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

MYLI

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

PIM

Parker Investment Management Menlo Park, California $659M AUM 52.52% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Zullo Investment Group's SPYD Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2023, closing a stake of 500 shares — an estimated $19.8K sold.

Zullo Investment Group first reported a position in SPYD in Q4 2021 and held it in 5 quarters. The position peaked at $22K in Q1 2022. 415 funds tracked by Wall St. Rank hold SPYD as of Q1 2023.

Zullo Investment Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 500 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2023, an estimated $19.8K.
Zullo Investment Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $22K in Q1 2022.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.