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

Angeles 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
2024 Q4	–	Sell	-241,000	Closed	-$11M	–	221
2024 Q3	$11M	Buy	+241,000	New	+$10.5M	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%	-$480K	0.44%	16
2023 Q1	$5.89M	Hold	155,000	–	–	0.48%	19
2022 Q4	$6.13M	Sell	155,000 -21,500	-12%	-$841K	0.53%	16
2022 Q3	$6.26M	Sell	176,500 -6,989,305	-98%	-$281M	0.65%	12
2022 Q2	$286M	Buy	7,165,805 +1,313,465	+22%	+$56.5M	26.15%	1
2022 Q1	$257M	Buy	+5,852,340	New	+$252M	17.75%	2

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AOI

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Angeles Investment Advisors's SPYD Position: Q4 2024 in Review

Angeles Investment Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2024, closing a stake of 241,000 shares — an estimated $11M sold.

Angeles Investment Advisors first reported a position in SPYD in Q1 2022 and held it in 8 quarters. The position peaked at $286M in Q2 2022. 456 funds tracked by Wall St. Rank hold SPYD as of Q4 2024.

Angeles Investment Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2024 after selling out during the quarter.
Angeles Investment Advisors sold 241,000 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2024, an estimated $11M.
Angeles Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and held it in 8 quarters.
Angeles Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $286M in Q2 2022.
456 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2024.

Based on Angeles Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.