ACA
SPYD icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return