Clear Investment Research’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Clear Investment Research’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	–	Sell	-4,072	Closed	-$185K	–	196
2026 Q1	$185K	Buy	+4,072	New	+$187K	0.29%	56
2025 Q4	–	Sell	-4,072	Closed	-$179K	–	207
2025 Q3	$179K	Buy	4,072 +40	+1%	+$1.75K	0.24%	67
2025 Q2	$171K	Hold	4,032	–	–	0.22%	64
2025 Q1	$178K	Hold	4,032	–	–	0.24%	60
2024 Q4	$174K	Hold	4,032	–	–	0.22%	57
2024 Q3	$184K	Buy	4,032 +302	+8%	+$13.1K	0.24%	57
2024 Q2	$150K	Buy	3,730 +1,202	+48%	+$48.2K	0.2%	61
2024 Q1	$103K	Buy	2,528 +125	+5%	+$4.88K	0.14%	71
2023 Q4	$94.2K	Hold	2,403	–	–	0.13%	78
2023 Q3	$84.3K	Buy	2,403 +680	+39%	+$25.3K	0.15%	69
2023 Q2	$63.9K	Buy	1,723 +1,290	+298%	+$47.6K	0.11%	78
2023 Q1	$16.5K	Buy	433 +333	+333%	+$13.3K	0.03%	115
2022 Q4	$4K	Hold	100	–	–	0.01%	136
2022 Q3	$4K	Buy	+100	New	+$4.03K	0.01%	134

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

Clear Investment Research's SPYD Position: Q2 2026 in Review

Clear Investment Research sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 4,072 shares — an estimated $185K sold.

Clear Investment Research first reported a position in SPYD in Q3 2022 and held it in 14 quarters. The position peaked at $185K in Q1 2026. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Clear Investment Research reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 4,072 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $185K.
Clear Investment Research first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and held it in 14 quarters.
Clear Investment Research's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $185K in Q1 2026.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.