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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
Q2 		$1.46M Buy
30,686
+1,200
+4% +$56.4K 1% 16
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 $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

Collier Financial's SPYD Position: Q2 2026 in Review

Collier Financial increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 4.1% in Q2 2026, buying an estimated $56.4K and bringing the position to 30,686 shares worth $1.46M. The position accounts for 1% of the portfolio, ranked #16.

Collier Financial first reported a position in SPYD in Q1 2025 and has held it in 5 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Collier Financial held 30,686 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.46M as of Q2 2026.
  • Collier Financial bought 1,200 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $56.4K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 1% of Collier Financial's portfolio in Q2 2026, its #16 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 5 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 Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.