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

Ahrens Investment Partners’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	$374K	Buy	9,840 +3	+0%	+$120	0.19%	92
2022 Q4	$389K	Buy	9,837 +140	+1%	+$5.48K	0.18%	98
2022 Q3	$344K	Buy	9,697 +1,315	+16%	+$53K	0.18%	99
2022 Q2	$335K	Buy	8,382 +100	+1%	+$4.3K	0.15%	113
2022 Q1	$364K	Buy	8,282 +44	+0.5%	+$1.9K	0.11%	128
2021 Q4	$346K	Sell	8,238 -356	-4%	-$14.5K	0.15%	126
2021 Q3	$336K	Sell	8,594 -600	-7%	-$23.9K	0.16%	136
2021 Q2	$369K	Sell	9,194 -454	-5%	-$18.5K	0.17%	142
2021 Q1	$371K	Sell	9,648 -7,800	-45%	-$284K	0.19%	133
2020 Q4	$575K	Buy	+17,448	New	+$539K	0.31%	81

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 $445B AUM 25.58% 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

Ahrens Investment Partners's SPYD Position: Q1 2023 in Review

Ahrens Investment Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.03% in Q1 2023, buying an estimated $120 and bringing the position to 9,840 shares worth $374K. The position accounts for 0.19% of the portfolio, ranked #92.

Ahrens Investment Partners first reported a position in SPYD in Q4 2020 and has held it in 10 quarters since. The position peaked at $575K in Q4 2020. 415 funds tracked by Wall St. Rank hold SPYD as of Q1 2023.

Ahrens Investment Partners held 9,840 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $374K as of Q1 2023.
Ahrens Investment Partners bought 3 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2023, an estimated $120.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.19% of Ahrens Investment Partners's portfolio in Q1 2023, its #92 holding.
Ahrens Investment Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 10 quarters since.
Ahrens Investment Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $575K in Q4 2020.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.