Barry Investment Advisors, LLC SPYD Holdings History
Barry Investment Advisors, LLC's SPDR Portfolio S&P 500 High Dividend ETF Holding Summary
As of 2025-06-30, Barry Investment Advisors, LLC held 375,953.00 shares of SPDR Portfolio S&P 500 High Dividend ETF(SPYD), totaling $15.96 Mil. This investment constitutes 3.97% of their stock portfolio, and Barry Investment Advisors, LLC now holds 0.23% of the outstanding SPDR Portfolio S&P 500 High Dividend ETF(SPYD) stock.
The initial trade took place in 2023Q2. And since then Barry Investment Advisors, LLC has made 9 purchases of SPYD, at an average price of $38.07, for a total of 375,953.00 shares. Based on historical transaction data and SPYD's current price of $44.26, Barry Investment Advisors, LLC's estimated gain on his SPYD holdings is $2.33 Mil, reflecting a 16.27% gain to date.
Barry Investment Advisors, LLC SPYD ($44.26) Holding Chart
Barry Investment Advisors, LLC SPYD ($44.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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