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

Moneta Group 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
2023
Q2 		– Sell
-15,070
Closed -$573K – 570
2023
Q1 		$573K Buy
15,070
+2,233
+17% +$89.2K 0.01% 292
2022
Q4 		$541K Sell
12,837
-808
-6% -$31.6K 0.01% 284
2022
Q3 		$484K Sell
13,645
-487
-3% -$19.6K 0.02% 282
2022
Q2 		$564K Sell
14,132
-1,772
-11% -$76.2K 0.02% 284
2022
Q1 		$699K Buy
15,904
+18
+0.1% +$775 0.03% 249
2021
Q4 		$668K Sell
15,886
-14
-0.1% -$571 0.03% 255
2021
Q3 		$622K Buy
15,900
+7,419
+87% +$295K 0.03% 252
2021
Q2 		$340K Sell
8,481
-116
-1% -$4.72K 0.02% 339
2021
Q1 		$331K Buy
8,597
+1,007
+13% +$36.7K 0.02% 311
2020
Q4 		$250K Sell
7,590
-1
-0% -$31 0.02% 273
2020
Q3 		$208K Sell
7,591
-2,247
-23% -$63.5K 0.02% 253
2020
Q2 		$274K Sell
9,838
-7,438
-43% -$203K 0.03% 217
2020
Q1 		$425K Sell
17,276
-33,358
-66% -$1.16M 0.04% 166
2019
Q4 		$2M Buy
50,634
+502
+1% +$19.4K 0.17% 89
2019
Q3 		$1.9M Sell
50,132
-2,891
-5% -$108K 0.18% 86
2019
Q2 		$2.02M Sell
53,023
-113,970
-68% -$4.32M 0.2% 77
2019
Q1 		$6.32M Buy
166,993
+8,261
+5% +$305K 0.66% 31
2018
Q4 		$5.41M Buy
158,732
+17,571
+12% +$642K 0.64% 34
2018
Q3 		$5.3M Buy
+141,161
New +$5.35M 0.54% 40

Other funds holding SPYD

PP
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moneta Group Investment Advisors's SPYD Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2023, closing a stake of 15,070 shares — an estimated $573K sold.

Moneta Group Investment Advisors first reported a position in SPYD in Q3 2018 and held it in 19 quarters. The position peaked at $6.32M in Q1 2019. 408 funds tracked by Wall St. Rank hold SPYD as of Q2 2023.

  • Moneta Group Investment 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.
  • Moneta Group Investment Advisors sold 15,070 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2023, an estimated $573K.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2018 and held it in 19 quarters.
  • Moneta Group Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $6.32M in Q1 2019.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.