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

Collier Financial’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
Q1 		$1.34M Buy
29,486
+3,684
+14% +$169K 1.02% 14
2025
Q4 		$1.12M Buy
25,802
+3,200
+14% +$139K 0.84% 17
2025
Q3 		$994K Buy
+22,602
New +$991K 0.75% 20
2025
Q1 		$716K Buy
+16,178
New +$711K 0.61% 22

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Collier Financial's SPYD Position: Q1 2026 in Review

Collier Financial increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 14% in Q1 2026, buying an estimated $169K and bringing the position to 29,486 shares worth $1.34M. The position accounts for 1.02% of the portfolio, ranked #14.

Collier Financial first reported a position in SPYD in Q1 2025 and has held it in 4 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Collier Financial held 29,486 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.34M as of Q1 2026.
  • Collier Financial bought 3,684 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $169K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 1.02% of Collier Financial's portfolio in Q1 2026, its #14 holding.
  • Collier Financial first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and has held it in 4 quarters since.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.