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B. Riley Wealth Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

B. Riley Wealth 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
2025
Q4 		– Sell
-4,809
Closed -$212K – 1151
2025
Q3 		$212K Sell
4,809
-2,435
-34% -$107K 0.01% 871
2025
Q2 		$307K Buy
+7,244
New +$304K 0.01% 702
2024
Q4 		$222K Sell
5,135
-12,369
-71% -$561K 0.01% 995
2024
Q3 		$793K Sell
17,504
-2,181
-11% -$94.7K 0.02% 563
2024
Q2 		$792K Sell
19,685
-37,448
-66% -$1.5M 0.02% 619
2024
Q1 		$2M Sell
57,133
-7,191
-11% -$281K 0.05% 352
2023
Q4 		$2.52M Buy
64,324
+7,191
+13% +$258K 0.07% 293
2023
Q3 		$2M Sell
57,133
-2,753
-5% -$102K 0.05% 352
2023
Q2 		$2.22M Sell
59,886
-3,189
-5% -$118K 0.05% 346
2023
Q1 		$2.4M Buy
63,075
+1,268
+2% +$50.7K 0.06% 303
2022
Q4 		$2.45M Sell
61,807
-4,007
-6% -$157K 0.07% 294
2022
Q3 		$2.33M Buy
65,814
+51,778
+369% +$2.08M 0.07% 274
2022
Q2 		$561K Sell
14,036
-231
-2% -$9.93K 0.02% 611
2022
Q1 		$627K Buy
14,267
+853
+6% +$36.7K 0.02% 639
2021
Q4 		$565K Buy
13,414
+5,136
+62% +$210K 0.02% 747
2021
Q3 		$324K Buy
8,278
+14
+0.2% +$557 0.01% 999
2021
Q2 		$332K Buy
8,264
+13
+0.2% +$529 0.01% 965
2021
Q1 		$318K Buy
+8,251
New +$301K 0.01% 963

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

B. Riley Wealth Advisors's SPYD Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 4,809 shares — an estimated $212K sold.

B. Riley Wealth Advisors first reported a position in SPYD in Q1 2021 and held it in 18 quarters. The position peaked at $2.52M in Q4 2023. 473 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,809 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $212K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2021 and held it in 18 quarters.
  • B. Riley Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.52M in Q4 2023.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.