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 Q2	$1.21M	Buy	25,369 +19,765	+353%	+$929K	0.01%	959
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 $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

Beacon Pointe Advisors's SPYD Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 353% in Q2 2026, buying an estimated $929K and bringing the position to 25,369 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #959.

Beacon Pointe Advisors first reported a position in SPYD in Q2 2023 and has held it in 4 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Beacon Pointe Advisors held 25,369 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.21M as of Q2 2026.
Beacon Pointe Advisors bought 19,765 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $929K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #959 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 4 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.