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

AlphaCore Capital’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 Q2	$402K	Sell	8,425 -1,574	-16%	-$74K	0.01%	783
2026 Q1	$455K	Buy	9,999 +2,756	+38%	+$127K	0.01%	575
2025 Q4	$313K	Buy	7,243 +4,100	+130%	+$178K	0.01%	783
2025 Q3	$138K	Buy	3,143 +273	+10%	+$12K	﹤0.01%	765
2025 Q2	$122K	Buy	2,870 +200	+7%	+$8.4K	﹤0.01%	675
2025 Q1	$118K	Buy	+2,670	New	+$117K	0.01%	507

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AlphaCore Capital's SPYD Position: Q2 2026 in Review

AlphaCore Capital reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 16% in Q2 2026, selling an estimated $74K and leaving 8,425 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #783.

AlphaCore Capital first reported a position in SPYD in Q1 2025 and has held it in 6 quarters since. The position peaked at $455K in Q1 2026. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

AlphaCore Capital held 8,425 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $402K as of Q2 2026.
AlphaCore Capital sold 1,574 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $74K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #783 holding.
AlphaCore Capital first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $455K in Q1 2026.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.