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

Cary Street Partners’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	$256K	Sell	5,363 -124	-2%	-$5.83K	0.01%	853
2026 Q1	$250K	Hold	5,487	–	–	0.01%	771
2025 Q4	$237K	Buy	5,487 +154	+3%	+$6.67K	0.01%	792
2025 Q3	$235K	Sell	5,333 -83	-2%	-$3.64K	0.01%	745
2025 Q2	$230K	Sell	5,416 -86	-2%	-$3.61K	0.01%	724
2025 Q1	$244K	Hold	5,502	–	–	0.01%	697
2024 Q4	$238K	Buy	+5,502	New	+$250K	0.01%	675

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

Cary Street Partners's SPYD Position: Q2 2026 in Review

Cary Street Partners reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.3% in Q2 2026, selling an estimated $5.83K and leaving 5,363 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #853.

Cary Street Partners first reported a position in SPYD in Q4 2024 and has held it in 7 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Cary Street Partners held 5,363 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $256K as of Q2 2026.
Cary Street Partners sold 124 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $5.83K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #853 holding.
Cary Street Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.