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

Avantax Advisory Services’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	$3.48M	Buy	82,011 +625	+0.8%	+$26.3K	0.02%	569
2025 Q1	$3.6M	Buy	81,386 +56,629	+229%	+$2.49M	0.02%	521
2024 Q4	$1.07M	Sell	24,757 -97	-0.4%	-$4.4K	0.01%	1013
2024 Q3	$1.13M	Sell	24,854 -1,732	-7%	-$75.2K	0.01%	955
2024 Q2	$1.07M	Sell	26,586 -201	-0.8%	-$8.06K	0.01%	941
2024 Q1	$1.09M	Buy	26,787 +581	+2%	+$22.7K	0.01%	716
2023 Q4	$1.03M	Sell	26,206 -6,594	-20%	-$237K	0.01%	704
2023 Q3	$1.15M	Buy	32,800 +3,369	+11%	+$125K	0.01%	628
2023 Q2	$1.09M	Buy	29,431 +1,193	+4%	+$44.1K	0.01%	651
2023 Q1	$1.07M	Sell	28,238 -1,600	-5%	-$63.9K	0.01%	649
2022 Q4	$1.18M	Buy	29,838 +319	+1%	+$12.5K	0.02%	583
2022 Q3	$1.05M	Sell	29,519 -187	-0.6%	-$7.53K	0.02%	553
2022 Q2	$1.19M	Buy	29,706 +19,646	+195%	+$845K	0.02%	504
2022 Q1	$442K	Buy	10,060 +529	+6%	+$22.8K	0.01%	840
2021 Q4	$401K	Sell	9,531 -3,724	-28%	-$152K	0.01%	840
2021 Q3	$522K	Buy	13,255 +1,966	+17%	+$78.2K	0.01%	710
2021 Q2	$452K	Buy	11,289 +3,380	+43%	+$137K	0.01%	737
2021 Q1	$305K	Buy	+7,909	New	+$288K	0.01%	800
2020 Q4	–	Sell	-12,518	Closed	-$343K	–	1310
2020 Q3	$343K	Buy	+12,518	New	+$354K	0.01%	962
2020 Q1	–	Sell	-8,600	Closed	-$338K	–	884
2019 Q4	$338K	Buy	+8,600	New	+$332K	0.01%	599

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's SPYD Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.77% in Q2 2025, buying an estimated $26.3K and bringing the position to 82,011 shares worth $3.48M. The position accounts for 0.02% of the portfolio, ranked #569.

Avantax Advisory Services first reported a position in SPYD in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.6M in Q1 2025. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

Avantax Advisory Services held 82,011 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.48M as of Q2 2025.
Avantax Advisory Services bought 625 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $26.3K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #569 holding.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and has held it in 20 quarters since.
Avantax Advisory Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.6M in Q1 2025.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.