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Carroll Advisory Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Carroll Advisory Group’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 		$384K Hold
8,039
– – 0.13% 54
2026
Q1 		$366K Buy
8,039
+3,033
+61% +$139K 0.14% 54
2025
Q4 		$217K Buy
+5,006
New +$217K 0.09% 68

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

Carroll Advisory Group's SPYD Position: Q2 2026 in Review

Carroll Advisory Group held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 8,039 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #54.

Carroll Advisory Group first reported a position in SPYD in Q4 2025 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Carroll Advisory Group held 8,039 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $384K as of Q2 2026.
  • Carroll Advisory Group 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 0.13% of Carroll Advisory Group's portfolio in Q2 2026, its #54 holding.
  • Carroll Advisory Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.