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

Clearstead Trust’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	$63.8K	Hold	1,337	–	–	0.01%	296
2026 Q1	$60.9K	Hold	1,337	–	–	0.01%	295
2025 Q4	$57.8K	Hold	1,337	–	–	0.01%	314
2025 Q3	$58.8K	Hold	1,337	–	–	0.01%	300
2025 Q2	$56.7K	Hold	1,337	–	–	0.01%	302
2025 Q1	$59.2K	Hold	1,337	–	–	0.01%	261
2024 Q4	$57.8K	Hold	1,337	–	–	0.01%	252
2024 Q3	$61K	Hold	1,337	–	–	0.01%	227
2024 Q2	$53.8K	Hold	1,337	–	–	0.01%	233
2024 Q1	$54.4K	Hold	1,337	–	–	0.01%	235
2023 Q4	$52.4K	Hold	1,337	–	–	0.01%	236
2023 Q3	$46.9K	Buy	+1,337	New	+$49.8K	0.02%	227

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

Clearstead Trust's SPYD Position: Q2 2026 in Review

Clearstead Trust held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 1,337 shares worth $63.8K. The position accounts for 0.01% of the portfolio, ranked #296.

Clearstead Trust first reported a position in SPYD in Q3 2023 and has held it in 12 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Clearstead Trust held 1,337 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $63.8K as of Q2 2026.
Clearstead Trust 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 0.01% of Clearstead Trust's portfolio in Q2 2026, its #296 holding.
Clearstead Trust first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2023 and has held it in 12 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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