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Blue Trust Inc’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Blue Trust Inc’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
2025
Q4 		– Sell
-215
Closed -$9.46K – 2715
2025
Q3 		$9.46K Buy
+215
New +$9.43K ﹤0.01% 1869
2023
Q2 		– Sell
-638
Closed -$23.6K – 2495
2023
Q1 		$25K Hold
638
– – ﹤0.01% 1295
2022
Q4 		$23K Sell
638
-250
-28% -$9.78K ﹤0.01% 1255
2022
Q3 		$35K Hold
888
– – ﹤0.01% 888
2022
Q2 		$39K Buy
+888
New +$38.2K ﹤0.01% 762

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Trust Inc's SPYD Position: Q4 2025 in Review

Blue Trust Inc sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 215 shares — an estimated $9.46K sold.

Blue Trust Inc first reported a position in SPYD in Q2 2022 and held it in 5 quarters. The position peaked at $39K in Q2 2022. 473 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

  • Blue Trust Inc reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 215 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $9.46K.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2022 and held it in 5 quarters.
  • Blue Trust Inc's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $39K in Q2 2022.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.