Atria Wealth Solutions’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Atria Wealth Solutions’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 Q2	$752K	Sell	17,590 -8,567	-33%	-$360K	0.02%	749
2025 Q1	$1.16M	Buy	26,157 +442	+2%	+$19.4K	0.01%	823
2024 Q4	$1.11M	Sell	25,715 -5,258	-17%	-$239K	0.01%	889
2024 Q3	$1.41M	Buy	30,973 +322	+1%	+$14K	0.02%	785
2024 Q2	$1.23M	Sell	30,651 -1,051	-3%	-$42.2K	0.01%	806
2024 Q1	$1.29M	Buy	31,702 +2,793	+10%	+$109K	0.01%	799
2023 Q4	$1.13M	Sell	28,909 -23,259	-45%	-$835K	0.01%	810
2023 Q3	$1.83M	Sell	52,168 -4,147	-7%	-$154K	0.03%	590
2023 Q2	$2.09M	Buy	56,315 +10,403	+23%	+$384K	0.03%	552
2023 Q1	$1.74M	Buy	45,912 +1,217	+3%	+$48.6K	0.03%	584
2022 Q4	$1.77M	Buy	44,695 +3,197	+8%	+$125K	0.03%	560
2022 Q3	$1.47M	Buy	41,498 +5,875	+16%	+$237K	0.03%	592
2022 Q2	$1.42M	Buy	35,623 +544	+2%	+$23.4K	0.03%	558
2022 Q1	$1.54M	Buy	+35,079	New	+$1.51M	0.03%	561

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's SPYD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 33% in Q2 2025, selling an estimated $360K and leaving 17,590 shares worth $752K. The position accounts for 0.02% of the portfolio, ranked #749.

Atria Wealth Solutions first reported a position in SPYD in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.09M in Q2 2023. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

Atria Wealth Solutions held 17,590 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $752K as of Q2 2025.
Atria Wealth Solutions sold 8,567 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $360K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #749 holding.
Atria Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.09M in Q2 2023.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.