Caldwell Sutter Capital’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Caldwell Sutter Capital’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	$16.4K	Hold	343	–	–	0.01%	556
2026 Q1	$15.6K	Hold	343	–	–	0.01%	512
2025 Q4	$14.8K	Hold	343	–	–	0.01%	510
2025 Q3	$15.1K	Hold	343	–	–	0.01%	504
2025 Q2	$14.6K	Hold	343	–	–	0.01%	495
2025 Q1	$15.2K	Hold	343	–	–	0.01%	499
2024 Q4	$14.8K	Hold	343	–	–	0.01%	508
2024 Q3	$15.7K	Hold	343	–	–	0.01%	510
2024 Q2	$13.8K	Hold	343	–	–	0.01%	521
2024 Q1	$14K	Sell	343 -312	-48%	-$12.2K	0.01%	512
2023 Q4	$25.7K	Hold	655	–	–	0.01%	428
2023 Q3	$23K	Buy	655 +312	+91%	+$11.6K	0.01%	421
2023 Q2	$12.7K	Buy	+343	New	+$12.7K	0.01%	496

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Caldwell Sutter Capital's SPYD Position: Q2 2026 in Review

Caldwell Sutter Capital held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 343 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #556.

Caldwell Sutter Capital first reported a position in SPYD in Q2 2023 and has held it in 13 quarters since. The position peaked at $25.7K in Q4 2023. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Caldwell Sutter Capital held 343 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $16.4K as of Q2 2026.
Caldwell Sutter Capital left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #556 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $25.7K in Q4 2023.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.