1834 Investment Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

1834 Investment Advisors’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 Q3	–	Sell	-5,505	Closed	-$220K	–	416
2022 Q2	$220K	Buy	5,505 +521	+10%	+$22.4K	0.03%	187
2022 Q1	$219K	Sell	4,984 -525	-10%	-$22.6K	0.03%	187
2021 Q4	$232K	Buy	5,509 +105	+2%	+$4.28K	0.03%	178
2021 Q3	$211K	Buy	5,404 +555	+11%	+$22.1K	0.03%	186
2021 Q2	$194K	Sell	4,849 -28	-0.6%	-$1.14K	0.02%	194
2021 Q1	$188K	Sell	4,877 -160	-3%	-$5.83K	0.02%	204
2020 Q4	$166K	Hold	5,037	–	–	0.02%	208
2020 Q3	$138K	Sell	5,037 -2,324	-32%	-$65.7K	0.02%	213
2020 Q2	$205K	Sell	7,361 -3,580	-33%	-$97.8K	0.03%	176
2020 Q1	$269K	Buy	10,941 +4,334	+66%	+$151K	0.05%	151
2019 Q4	$261K	Sell	6,607 -30	-0.5%	-$1.16K	0.04%	171
2019 Q3	$253K	Buy	6,637 +1,445	+28%	+$54K	0.04%	177
2019 Q2	$198K	Sell	5,192 -1,413	-21%	-$53.5K	0.03%	196
2019 Q1	$250K	Buy	6,605 +929	+16%	+$34.3K	0.04%	174
2018 Q4	$193K	Buy	5,676 +26	+0.5%	+$950	0.03%	181
2018 Q3	$212K	Buy	5,650 +150	+3%	+$5.69K	0.03%	184
2018 Q2	$205K	Sell	5,500 -1,390	-20%	-$50.7K	0.03%	175
2018 Q1	$246K	Buy	+6,890	New	+$253K	0.04%	163

Other funds holding SPYD

FCAS

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

1834 Investment Advisors's SPYD Position: Q3 2022 in Review

1834 Investment Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2022, closing a stake of 5,505 shares — an estimated $220K sold.

1834 Investment Advisors first reported a position in SPYD in Q1 2018 and held it in 18 quarters. The position peaked at $269K in Q1 2020. 384 funds tracked by Wall St. Rank hold SPYD as of Q3 2022.

1834 Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 5,505 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2022, an estimated $220K.
1834 Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2018 and held it in 18 quarters.
1834 Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $269K in Q1 2020.
384 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.