CJ
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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
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 $377B AUM 19.32% 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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caitlin John's SPYD Position: Q1 2026 in Review

Caitlin John reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 20% in Q1 2026, selling an estimated $56.1K and leaving 4,893 shares worth $223K. The position accounts for 0.13% of the portfolio, ranked #150.

Caitlin John first reported a position in SPYD in Q2 2024 and has held it in 6 quarters since. The position peaked at $264K in Q4 2025. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Caitlin John held 4,893 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $223K as of Q1 2026.
  • Caitlin John sold 1,221 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $56.1K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.13% of Caitlin John's portfolio in Q1 2026, its #150 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 6 quarters since.
  • Caitlin John's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $264K in Q4 2025.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.