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

Latitude 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
2023 Q2	–	Sell	-5,478	Closed	-$208K	–	194
2023 Q1	$208K	Buy	+5,478	New	+$219K	0.15%	156
2022 Q3	–	Sell	-5,545	Closed	-$221K	–	158
2022 Q2	$221K	Sell	5,545 -10,034	-64%	-$432K	0.2%	126
2022 Q1	$685K	Buy	15,579 +8,801	+130%	+$379K	0.15%	137
2021 Q4	$285K	Sell	6,778 -41	-0.6%	-$1.67K	0.08%	233
2021 Q3	$267K	Buy	+6,819	New	+$271K	0.08%	233

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

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Latitude Advisors's SPYD Position: Q2 2023 in Review

Latitude Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2023, closing a stake of 5,478 shares — an estimated $208K sold.

Latitude Advisors first reported a position in SPYD in Q3 2021 and held it in 5 quarters. The position peaked at $685K in Q1 2022. 408 funds tracked by Wall St. Rank hold SPYD as of Q2 2023.

Latitude Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2023 after selling out during the quarter.
Latitude Advisors sold 5,478 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2023, an estimated $208K.
Latitude Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and held it in 5 quarters.
Latitude Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $685K in Q1 2022.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2023.

Based on Latitude Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.