CJ
SPYD icon

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

Caitlin John’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 		$229K Sell
4,806
-87
-2% -$4.09K 0.13% 194
2026
Q1 		$223K Sell
4,893
-1,221
-20% -$56.1K 0.13% 150
2025
Q4 		$264K Buy
6,114
+226
+4% +$9.79K 0.17% 152
2025
Q3 		$259K Buy
+5,888
New +$258K 0.18% 118
2025
Q1 		– Sell
-4,035
Closed -$174K – 702
2024
Q4 		$174K Sell
4,035
-81
-2% -$3.67K 0.12% 137
2024
Q3 		$188K Buy
4,116
+444
+12% +$19.3K 0.12% 135
2024
Q2 		$148K Buy
+3,672
New +$147K 0.11% 136

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caitlin John's SPYD Position: Q2 2026 in Review

Caitlin John reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.8% in Q2 2026, selling an estimated $4.09K and leaving 4,806 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #194.

Caitlin John first reported a position in SPYD in Q2 2024 and has held it in 7 quarters since. The position peaked at $264K in Q4 2025. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Caitlin John held 4,806 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $229K as of Q2 2026.
  • Caitlin John sold 87 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $4.09K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.13% of Caitlin John's portfolio in Q2 2026, its #194 holding.
  • Caitlin John first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2024 and has held it in 7 quarters since.
  • Caitlin John's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $264K in Q4 2025.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.