AIA
Angeles Investment Advisors’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-241,000
| Closed | -$11M | – | 221 |
|
|
2024
Q3 | $11M | Buy |
+241,000
| New | +$11M | 0.56% | 17 |
|
|
2023
Q4 | – | Sell |
-142,000
| Closed | -$4.98M | – | 204 |
|
|
2023
Q3 | $4.98M | Hold |
142,000
| – | – | 0.39% | 20 |
|
|
2023
Q2 | $5.27M | Sell |
142,000
-13,000
| -8% | -$482K | 0.44% | 16 |
|
|
2023
Q1 | $5.89M | Hold |
155,000
| – | – | 0.48% | 19 |
|
|
2022
Q4 | $6.13M | Sell |
155,000
-21,500
| -12% | -$851K | 0.53% | 16 |
|
|
2022
Q3 | $6.26M | Sell |
176,500
-6,989,305
| -98% | -$248M | 0.65% | 12 |
|
|
2022
Q2 | $286M | Buy |
7,165,805
+1,313,465
| +22% | +$52.4M | 26.15% | 1 |
|
|
2022
Q1 | $257M | Buy |
+5,852,340
| New | +$257M | 17.75% | 2 |
|