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

Atlas Capital Advisors’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	$153K	Hold	3,207	–	–	0.02%	517
2026 Q1	$146K	Hold	3,207	–	–	0.02%	470
2025 Q4	$139K	Buy	+3,207	New	+$139K	0.02%	479
2025 Q2	$136K	Hold	3,207	–	–	0.02%	475
2025 Q1	$142K	Hold	3,207	–	–	0.02%	466
2024 Q4	$139K	Hold	3,207	–	–	0.02%	451
2024 Q3	$146K	Hold	3,207	–	–	0.02%	427
2024 Q2	$129K	Hold	3,207	–	–	0.02%	462
2024 Q1	$131K	Hold	3,207	–	–	0.02%	439
2023 Q4	$126K	Hold	3,207	–	–	0.02%	457
2023 Q3	$112K	Hold	3,207	–	–	0.02%	430
2023 Q2	$119K	Hold	3,207	–	–	0.02%	452
2023 Q1	$122K	Hold	3,207	–	–	0.02%	432
2022 Q4	$127K	Hold	3,207	–	–	0.02%	413
2022 Q3	$114K	Hold	3,207	–	–	0.02%	426
2022 Q2	$128K	Hold	3,207	–	–	0.02%	425
2022 Q1	$141K	Hold	3,207	–	–	0.02%	418
2021 Q4	$135K	Hold	3,207	–	–	0.02%	415
2021 Q3	$125K	Buy	+3,207	New	+$128K	0.02%	407

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

Atlas Capital Advisors's SPYD Position: Q2 2026 in Review

Atlas Capital Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 3,207 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #517.

Atlas Capital Advisors first reported a position in SPYD in Q3 2021 and has held it in 19 quarters since. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Atlas Capital Advisors held 3,207 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $153K as of Q2 2026.
Atlas Capital Advisors left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #517 holding.
Atlas Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and has held it in 19 quarters since.
523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.