Arax Advisory Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Arax Advisory Partners’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	$2.62M	Buy	54,945 +47,701	+658%	+$2.24M	0.02%	720
2026 Q1	$330K	Sell	7,244 -1,048	-13%	-$48.2K	0.01%	822
2025 Q4	$359K	Buy	+8,292	New	+$359K	0.01%	744
2025 Q3	–	Sell	-4,558	Closed	-$193K	–	4220
2025 Q2	$193K	Sell	4,558 -2,830	-38%	-$119K	0.01%	666
2025 Q1	$327K	Sell	7,388 -107	-1%	-$4.7K	0.02%	405
2024 Q4	$324K	Buy	+7,495	New	+$340K	0.02%	388

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

Arax Advisory Partners's SPYD Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 658% in Q2 2026, buying an estimated $2.24M and bringing the position to 54,945 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #720.

Arax Advisory Partners first reported a position in SPYD in Q4 2024 and has held it in 6 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Arax Advisory Partners held 54,945 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.62M as of Q2 2026.
Arax Advisory Partners bought 47,701 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $2.24M.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #720 holding.
Arax Advisory Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 6 quarters since.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.