CIAS
SPYD icon

Capital Investment Advisory Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Capital Investment Advisory Services’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 		$240K Buy
5,038
+7
+0.1% +$329 0.01% 662
2026
Q1 		$229K Sell
5,031
-1,358
-21% -$62.4K 0.02% 587
2025
Q4 		$276K Sell
6,389
-208
-3% -$9.01K 0.02% 517
2025
Q3 		$290K Buy
6,597
+21
+0.3% +$921 0.02% 486
2025
Q2 		$279K Buy
6,576
+22
+0.3% +$925 0.02% 475
2025
Q1 		$290K Buy
6,554
+952
+17% +$41.8K 0.03% 442
2024
Q4 		$242K Buy
5,602
+24
+0.4% +$1.09K 0.02% 452
2024
Q3 		$255K Buy
5,578
+18
+0.3% +$782 0.02% 448
2024
Q2 		$224K Sell
5,560
-232
-4% -$9.31K 0.02% 468
2024
Q1 		$236K Buy
5,792
+20
+0.3% +$780 0.03% 452
2023
Q4 		$226K Buy
5,772
+27
+0.5% +$970 0.02% 462
2023
Q3 		$201K Buy
5,745
+75
+1% +$2.79K 0.02% 473
2023
Q2 		$210K Buy
5,670
+25
+0.4% +$923 0.02% 451
2023
Q1 		$215K Buy
5,645
+109
+2% +$4.36K 0.03% 441
2022
Q4 		$219K Buy
5,536
+1,816
+49% +$71K 0.03% 441
2022
Q3 		$132K Sell
3,720
-498
-12% -$20.1K 0.02% 475
2022
Q2 		$168K Hold
4,218
– – 0.02% 469
2022
Q1 		$185K Hold
4,218
– – 0.02% 506
2021
Q4 		$177K Buy
4,218
+1,980
+88% +$80.8K 0.02% 491
2021
Q3 		$88K Hold
2,238
– – 0.01% 522
2021
Q2 		$90K Hold
2,238
– – 0.01% 535
2021
Q1 		$86K Hold
2,238
– – 0.01% 492
2020
Q4 		$74K Hold
2,238
– – 0.01% 485
2020
Q3 		$61K Hold
2,238
– – 0.01% 435
2020
Q2 		$62K Hold
2,238
– – 0.01% 395
2020
Q1 		$55K Sell
2,238
-19,995
-90% -$696K 0.01% 376
2019
Q4 		$877K Buy
22,233
+1,818
+9% +$70.1K 0.23% 94
2019
Q3 		$775K Buy
20,415
+1,583
+8% +$59.2K 0.22% 93
2019
Q2 		$712K Buy
18,832
+1,646
+10% +$62.4K 0.22% 96
2019
Q1 		$650K Buy
17,186
+1,777
+12% +$65.5K 0.24% 87
2018
Q4 		$525K Buy
15,409
+2,802
+22% +$102K 0.22% 88
2018
Q3 		$473K Buy
12,607
+1,166
+10% +$44.2K 0.22% 109
2018
Q2 		$427K Buy
11,441
+1,170
+11% +$42.6K 0.21% 120
2018
Q1 		$367K Buy
10,271
+766
+8% +$28.1K 0.2% 121
2017
Q4 		$356K Buy
+9,505
New +$351K 0.21% 122

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 22.9% 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

Capital Investment Advisory Services's SPYD Position: Q2 2026 in Review

Capital Investment Advisory Services increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.14% in Q2 2026, buying an estimated $329 and bringing the position to 5,038 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #662.

Capital Investment Advisory Services first reported a position in SPYD in Q4 2017 and has held it in 35 quarters since. The position peaked at $877K in Q4 2019. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Capital Investment Advisory Services held 5,038 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $240K as of Q2 2026.
  • Capital Investment Advisory Services bought 7 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $329.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #662 holding.
  • Capital Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2017 and has held it in 35 quarters since.
  • Capital Investment Advisory Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $877K in Q4 2019.
  • 524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.