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AllSquare Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

AllSquare Wealth Management’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
2025
Q3 		$272K Hold
6,183
– – 0.14% 91
2025
Q2 		$262K Hold
6,183
– – 0.15% 91
2025
Q1 		$274K Hold
6,183
– – 0.16% 83
2024
Q4 		$267K Buy
6,183
+455
+8% +$20.6K 0.15% 84
2024
Q3 		$261K Buy
+5,728
New +$249K 0.15% 90

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllSquare Wealth Management's SPYD Position: Q3 2025 in Review

AllSquare Wealth Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q3 2025 at 6,183 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #91.

AllSquare Wealth Management first reported a position in SPYD in Q3 2024 and has held it in 5 quarters since. The position peaked at $274K in Q1 2025. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

  • AllSquare Wealth Management held 6,183 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $272K as of Q3 2025.
  • AllSquare Wealth Management left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.14% of AllSquare Wealth Management's portfolio in Q3 2025, its #91 holding.
  • AllSquare Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and has held it in 5 quarters since.
  • AllSquare Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $274K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.