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SPYD icon

Berkshire Bank’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Berkshire Bank’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 		$655K Sell
13,737
-2,482
-15% -$117K 0.13% 95
2026
Q1 		$738K Buy
16,219
+1,791
+12% +$82.3K 0.15% 86
2025
Q4 		$624K Sell
14,428
-20
-0.1% -$866 0.13% 93
2025
Q3 		$636K Sell
14,448
-356
-2% -$15.6K 0.14% 90
2025
Q2 		$628K Sell
14,804
-1,982
-12% -$83.3K 0.14% 88
2025
Q1 		$743K Sell
16,786
-2,449
-13% -$108K 0.18% 81
2024
Q4 		$832K Buy
19,235
+219
+1% +$9.93K 0.19% 76
2024
Q3 		$868K Buy
19,016
+1
+0% +$43 0.2% 76
2024
Q2 		$765K Sell
19,015
-1,581
-8% -$63.4K 0.19% 74
2024
Q1 		$838K Sell
20,596
-13,508
-40% -$527K 0.21% 75
2023
Q4 		$1.34M Sell
34,104
-1,494
-4% -$53.7K 0.35% 59
2023
Q3 		$1.25M Buy
35,598
+308
+0.9% +$11.5K 0.36% 60
2023
Q2 		$1.31M Sell
35,290
-20
-0.1% -$739 0.36% 59
2023
Q1 		$1.34M Buy
35,310
+3,296
+10% +$132K 0.4% 56
2022
Q4 		$1.27M Buy
32,014
+6,337
+25% +$248K 0.39% 59
2022
Q3 		$911K Buy
25,677
+1,900
+8% +$76.5K 0.28% 67
2022
Q2 		$949K Buy
23,777
+8,122
+52% +$349K 0.28% 65
2022
Q1 		$688K Buy
15,655
+6,283
+67% +$271K 0.16% 84
2021
Q4 		$394K Buy
9,372
+1,605
+21% +$65.5K 0.09% 108
2021
Q3 		$304K Buy
7,767
+985
+15% +$39.2K 0.07% 114
2021
Q2 		$272K Buy
+6,782
New +$276K 0.07% 118

Other funds holding SPYD

FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return