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

Clearstead Advisors’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 		$4.08K Buy
86
+21
+32% +$987 ﹤0.01% 2251
2026
Q1 		$2.95K Buy
65
+32
+97% +$1.47K ﹤0.01% 1824
2025
Q4 		$1.44K Buy
+33
New +$1.43K ﹤0.01% 2185
2025
Q3 		– Sell
-102
Closed -$4.34K – 3235
2025
Q2 		$4.34K Buy
102
+35
+52% +$1.47K ﹤0.01% 2152
2025
Q1 		$2.96K Buy
67
+57
+570% +$2.51K ﹤0.01% 1827
2024
Q4 		$433 Hold
10
– – ﹤0.01% 1991
2024
Q3 		$457 Hold
10
– – ﹤0.01% 1958
2024
Q2 		$403 Buy
+10
New +$401 ﹤0.01% 1947
2022
Q4 		– Sell
-170
Closed -$6K – 1371
2022
Q3 		$6K Sell
170
-1,740
-91% -$70.1K ﹤0.01% 959
2022
Q2 		$76K Hold
1,910
– – 0.01% 539
2022
Q1 		$84K Sell
1,910
-1,766
-48% -$76.1K 0.01% 581
2021
Q4 		$155K Buy
+3,676
New +$150K 0.01% 435

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

Clearstead Advisors's SPYD Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 32% in Q2 2026, buying an estimated $987 and bringing the position to 86 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Clearstead Advisors first reported a position in SPYD in Q4 2021 and has held it in 12 quarters since. The position peaked at $155K in Q4 2021. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Clearstead Advisors held 86 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $4.08K as of Q2 2026.
  • Clearstead Advisors bought 21 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $987.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2251 holding.
  • Clearstead Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and has held it in 12 quarters since.
  • Clearstead Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $155K in Q4 2021.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.