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

BIP Wealth’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	$5.05M	Sell	110,983 -4,192	-4%	-$193K	0.21%	82
2025 Q4	$4.98M	Sell	115,175 -4,931	-4%	-$214K	0.18%	84
2025 Q3	$5.28M	Sell	120,106 -14,041	-10%	-$616K	0.26%	58
2025 Q2	$5.69M	Sell	134,147 -2,757	-2%	-$116K	0.35%	43
2025 Q1	$6.06M	Sell	136,904 -5,799	-4%	-$255K	0.39%	40
2024 Q4	$6.17M	Sell	142,703 -4,095	-3%	-$186K	0.41%	38
2024 Q3	$6.7M	Buy	146,798 +1,051	+0.7%	+$45.6K	0.46%	36
2024 Q2	$5.86M	Sell	145,747 -37,175	-20%	-$1.49M	0.48%	36
2024 Q1	$7.45M	Sell	182,922 -32,418	-15%	-$1.27M	0.54%	29
2023 Q4	$8.44M	Sell	215,340 -47,575	-18%	-$1.71M	0.66%	25
2023 Q3	$9.22M	Sell	262,915 -96,893	-27%	-$3.61M	0.85%	17
2023 Q2	$13.3M	Buy	359,808 +2,405	+0.7%	+$88.8K	1.09%	15
2023 Q1	$13.6M	Buy	+357,403	New	+$14.3M	1.49%	14

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

BIP Wealth's SPYD Position: Q1 2026 in Review

BIP Wealth reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 3.6% in Q1 2026, selling an estimated $193K and leaving 110,983 shares worth $5.05M. The position accounts for 0.21% of the portfolio, ranked #82.

BIP Wealth first reported a position in SPYD in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.6M in Q1 2023. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

BIP Wealth held 110,983 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $5.05M as of Q1 2026.
BIP Wealth sold 4,192 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $193K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.21% of BIP Wealth's portfolio in Q1 2026, its #82 holding.
BIP Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $13.6M in Q1 2023.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.