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

Beacon Pointe 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 Q1	$255K	Buy	5,604 +886	+19%	+$40.7K	﹤0.01%	1625
2025 Q4	$204K	Buy	+4,718	New	+$204K	﹤0.01%	1420
2023 Q3	–	Sell	-5,950	Closed	-$221K	–	1357
2023 Q2	$221K	Buy	+5,950	New	+$220K	﹤0.01%	984

Other funds holding SPYD

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

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

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

FCAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Beacon Pointe Advisors's SPYD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 19% in Q1 2026, buying an estimated $40.7K and bringing the position to 5,604 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Beacon Pointe Advisors first reported a position in SPYD in Q2 2023 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Beacon Pointe Advisors held 5,604 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $255K as of Q1 2026.
Beacon Pointe Advisors bought 886 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $40.7K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1625 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and has held it in 3 quarters since.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.