Barry Investment Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Barry Investment 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 Q2	$418K	Buy	8,751 +52	+0.6%	+$2.44K	0.09%	64
2026 Q1	$396K	Sell	8,699 -370,630	-98%	-$17M	0.09%	65
2025 Q4	$16.4M	Sell	379,329 -8,273	-2%	-$358K	3.65%	8
2025 Q3	$17.1M	Buy	387,602 +11,649	+3%	+$511K	3.92%	8
2025 Q2	$16M	Buy	375,953 +18,935	+5%	+$796K	3.97%	6
2025 Q1	$15.8M	Buy	357,018 +10,968	+3%	+$482K	4.2%	6
2024 Q4	$15M	Buy	346,050 +19,707	+6%	+$894K	4.81%	5
2024 Q3	$14.9M	Buy	326,343 +14,737	+5%	+$640K	4.55%	5
2024 Q2	$12.5M	Buy	311,606 +8,851	+3%	+$355K	4.22%	5
2024 Q1	$12.3M	Buy	302,755 +16,071	+6%	+$627K	4.11%	5
2023 Q4	$11.2M	Buy	286,684 +93,553	+48%	+$3.36M	3.8%	6
2023 Q3	$6.77M	Buy	193,131 +143,685	+291%	+$5.35M	2.44%	13
2023 Q2	$1.83M	Buy	+49,446	New	+$1.83M	0.62%	37

Other funds holding SPYD

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

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

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

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

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

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

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

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

Barry Investment Advisors's SPYD Position: Q2 2026 in Review

Barry Investment Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.6% in Q2 2026, buying an estimated $2.44K and bringing the position to 8,751 shares worth $418K. The position accounts for 0.09% of the portfolio, ranked #64.

Barry Investment Advisors first reported a position in SPYD in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.1M in Q3 2025. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Barry Investment Advisors held 8,751 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $418K as of Q2 2026.
Barry Investment Advisors bought 52 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $2.44K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.09% of Barry Investment Advisors's portfolio in Q2 2026, its #64 holding.
Barry Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and has held it in 13 quarters since.
Barry Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $17.1M in Q3 2025.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.