Atria Investments’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Atria Investments’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	–	Sell	-570,658	Closed	-$22.6M	–	866
2022 Q4	$22.6M	Buy	570,658 +39,252	+7%	+$1.54M	0.46%	36
2022 Q3	$18.8M	Buy	531,406 +140,302	+36%	+$5.65M	0.42%	41
2022 Q2	$15.6M	Buy	+391,104	New	+$16.8M	0.33%	59
2021 Q3	–	Sell	-62,692	Closed	-$2.51M	–	824
2021 Q2	$2.51M	Sell	62,692 -1,460	-2%	-$59.4K	0.05%	420
2021 Q1	$2.47M	Buy	+64,152	New	+$2.34M	0.05%	388
2020 Q2	–	Sell	-13,495	Closed	-$332K	–	740
2020 Q1	$332K	Sell	13,495 -41,945	-76%	-$1.46M	0.03%	427
2019 Q4	$2.19M	Sell	55,440 -10,906	-16%	-$421K	0.06%	281
2019 Q3	$2.52M	Sell	66,346 -8,676	-12%	-$324K	0.09%	183
2019 Q2	$2.7M	Buy	+75,022	New	+$2.84M	0.1%	167
2018 Q2	–	Sell	-23,041	Closed	-$824K	–	1005
2018 Q1	$824K	Buy	23,041 +662	+3%	+$24.3K	0.04%	381
2017 Q4	$838K	Buy	+22,379	New	+$827K	0.04%	363

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 $377B AUM 19.32% 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

Atria Investments's SPYD Position: Q1 2023 in Review

Atria Investments sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2023, closing a stake of 570,658 shares — an estimated $22.6M sold.

Atria Investments first reported a position in SPYD in Q4 2017 and held it in 11 quarters. The position peaked at $22.6M in Q4 2022. 415 funds tracked by Wall St. Rank hold SPYD as of Q1 2023.

Atria Investments reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2023 after selling out during the quarter.
Atria Investments sold 570,658 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2023, an estimated $22.6M.
Atria Investments first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2017 and held it in 11 quarters.
Atria Investments's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $22.6M in Q4 2022.
415 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2023.

Based on Atria Investments's 13F filing for Q1 2023, filed 10 May 2023.