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

Atomi Financial 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
2025
Q4 		– Sell
-10,553
Closed -$464K – 1274
2025
Q3 		$464K Sell
10,553
-1,359
-11% -$59.6K 0.02% 674
2025
Q2 		$506K Hold
11,912
– – 0.02% 592
2025
Q1 		$527K Buy
+11,912
New +$524K 0.02% 514

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atomi Financial Group's SPYD Position: Q4 2025 in Review

Atomi Financial Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 10,553 shares — an estimated $464K sold.

Atomi Financial Group first reported a position in SPYD in Q1 2025 and held it in 3 quarters. The position peaked at $527K in Q1 2025. 473 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

  • Atomi Financial Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 10,553 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $464K.
  • Atomi Financial Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and held it in 3 quarters.
  • Atomi Financial Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $527K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.