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

AmeriFlex Group’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	$527K	Sell	11,573 -714	-6%	-$32.8K	0.27%	81
2025 Q4	$531K	Buy	+12,287	New	+$532K	0.28%	77
2025 Q3	–	Sell	-511	Closed	-$21.6K	–	1332
2025 Q2	$21.6K	Sell	511 -7,315	-93%	-$307K	0.01%	554
2025 Q1	$346K	Buy	7,826 +7,650	+4,347%	+$336K	0.14%	148
2024 Q4	$7.76K	Buy	+176	New	+$7.98K	﹤0.01%	835

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

AmeriFlex Group's SPYD Position: Q1 2026 in Review

AmeriFlex Group reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 5.8% in Q1 2026, selling an estimated $32.8K and leaving 11,573 shares worth $527K. The position accounts for 0.27% of the portfolio, ranked #81.

AmeriFlex Group first reported a position in SPYD in Q4 2024 and has held it in 5 quarters since. The position peaked at $531K in Q4 2025. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

AmeriFlex Group held 11,573 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $527K as of Q1 2026.
AmeriFlex Group sold 714 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $32.8K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.27% of AmeriFlex Group's portfolio in Q1 2026, its #81 holding.
AmeriFlex Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 5 quarters since.
AmeriFlex Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $531K in Q4 2025.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.