Advisor Resource Council’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Advisor Resource Council’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
2026 Q1	$581K	Buy	12,755 +1,854	+17%	+$85.2K	0.19%	110
2025 Q4	$471K	Buy	10,901 +979	+10%	+$42.4K	0.17%	134
2025 Q3	$437K	Sell	9,922 -302	-3%	-$13.2K	0.59%	22
2025 Q2	$434K	Sell	10,224 -6,631	-39%	-$279K	0.17%	96
2025 Q1	$623K	Buy	16,855 +12,165	+259%	+$535K	0.05%	326
2024 Q4	$203K	Buy	+4,690	New	+$213K	0.15%	69
2024 Q1	–	Sell	-9,619	Closed	-$377K	–	486
2023 Q4	$377K	Buy	+9,619	New	+$345K	0.04%	307
2022 Q3	–	Sell	-19,442	Closed	-$776K	–	455
2022 Q2	$776K	Buy	+19,442	New	+$836K	0.07%	229
2022 Q1	–	Sell	-9,605	Closed	-$404K	–	496
2021 Q4	$404K	Buy	+9,605	New	+$392K	0.03%	371
2021 Q3	–	Sell	-6,676	Closed	-$268K	–	455
2021 Q2	$268K	Buy	+6,676	New	+$272K	0.03%	411

Other funds holding SPYD

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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

Advisor Resource Council's SPYD Position: Q1 2026 in Review

Advisor Resource Council increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 17% in Q1 2026, buying an estimated $85.2K and bringing the position to 12,755 shares worth $581K. The position accounts for 0.19% of the portfolio, ranked #110.

Advisor Resource Council first reported a position in SPYD in Q2 2021 and has held it in 10 quarters since. The position peaked at $776K in Q2 2022. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Advisor Resource Council held 12,755 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $581K as of Q1 2026.
Advisor Resource Council bought 1,854 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $85.2K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.19% of Advisor Resource Council's portfolio in Q1 2026, its #110 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and has held it in 10 quarters since.
Advisor Resource Council's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $776K in Q2 2022.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.