Atlas Private Wealth Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-262	Closed	-$10K	–	617
2021 Q3	$10K	Sell	262 -569	-68%	-$22.6K	0.01%	470
2021 Q2	$33K	Buy	831 +255	+44%	+$10.4K	0.02%	284
2021 Q1	$22K	Buy	576 +133	+30%	+$4.84K	0.01%	358
2020 Q4	$15K	Buy	443 +150	+51%	+$4.63K	0.01%	378
2020 Q3	$8K	Buy	+293	New	+$8.28K	0.01%	422

Other funds holding SPYD

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

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

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

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

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Atlas Private Wealth Advisors's SPYD Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2021, closing a stake of 262 shares — an estimated $10K sold.

Atlas Private Wealth Advisors first reported a position in SPYD in Q3 2020 and held it in 5 quarters. The position peaked at $33K in Q2 2021. 331 funds tracked by Wall St. Rank hold SPYD as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 262 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2021, an estimated $10K.
Atlas Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $33K in Q2 2021.
331 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.