Centricity Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Centricity Wealth Management’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
2025 Q2	$4.67K	Buy	110 +30	+38%	+$1.26K	﹤0.01%	381
2025 Q1	$3.54K	Buy	80 +30	+60%	+$1.32K	﹤0.01%	394
2024 Q4	$2.16K	Buy	+50	New	+$2.27K	﹤0.01%	420

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Centricity Wealth Management's SPYD Position: Q2 2025 in Review

Centricity Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 38% in Q2 2025, buying an estimated $1.26K and bringing the position to 110 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Centricity Wealth Management first reported a position in SPYD in Q4 2024 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

Centricity Wealth Management held 110 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $4.67K as of Q2 2025.
Centricity Wealth Management bought 30 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $1.26K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #381 holding.
Centricity Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 3 quarters since.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.