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

COFG 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 		$510K Buy
10,697
+883
+9% +$41.5K 0.09% 165
2026
Q1 		$447K Buy
9,814
+97
+1% +$4.46K 0.11% 125
2025
Q4 		$420K Buy
+9,717
New +$421K 0.1% 136

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

COFG Advisors's SPYD Position: Q2 2026 in Review

COFG Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 9% in Q2 2026, buying an estimated $41.5K and bringing the position to 10,697 shares worth $510K. The position accounts for 0.09% of the portfolio, ranked #165.

COFG Advisors first reported a position in SPYD in Q4 2025 and has held it in 3 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • COFG Advisors held 10,697 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $510K as of Q2 2026.
  • COFG Advisors bought 883 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $41.5K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.09% of COFG Advisors's portfolio in Q2 2026, its #165 holding.
  • COFG Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 3 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 COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.