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Bradley Foster & Sargent’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Bradley Foster & Sargent’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
Q3 		– Sell
-11,277
Closed -$479K – 558
2025
Q2 		$479K Buy
+11,277
New +$474K 0.01% 392

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bradley Foster & Sargent's SPYD Position: Q3 2025 in Review

Bradley Foster & Sargent sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2025, closing a stake of 11,277 shares — an estimated $479K sold.

Bradley Foster & Sargent first reported a position in SPYD in Q2 2025 and held it in 1 quarter. The position peaked at $479K in Q2 2025. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

  • Bradley Foster & Sargent reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Bradley Foster & Sargent sold 11,277 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2025, an estimated $479K.
  • Bradley Foster & Sargent first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Bradley Foster & Sargent's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $479K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2025.

Based on Bradley Foster & Sargent's 13F filing for Q3 2025, filed 10 Nov 2025.