Commonwealth Equity Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Commonwealth Equity Services’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	$27.8M	Buy	581,680 +23,778	+4%	+$1.12M	0.03%	487
2026 Q1	$25.4M	Buy	557,902 +16,501	+3%	+$758K	0.04%	482
2025 Q4	$23.4M	Buy	541,401 +36,558	+7%	+$1.58M	0.03%	508
2025 Q3	$22.2M	Sell	504,843 -104,034	-17%	-$4.56M	0.03%	528
2025 Q2	$25.8M	Buy	608,877 +53,725	+10%	+$2.26M	0.03%	487
2025 Q1	$24.6M	Buy	555,152 +32,211	+6%	+$1.42M	0.03%	490
2024 Q4	$22.6M	Buy	522,941 +32,201	+7%	+$1.46M	0.03%	490
2024 Q3	$22.4M	Buy	490,740 +24,389	+5%	+$1.06M	0.03%	487
2024 Q2	$18.8M	Buy	466,351 +13,680	+3%	+$549K	0.03%	526
2024 Q1	$18.4M	Buy	452,671 +36,105	+9%	+$1.41M	0.03%	518
2023 Q4	$16.3M	Buy	416,566 +22,325	+6%	+$802K	0.03%	522
2023 Q3	$13.8M	Sell	394,241 -33,971	-8%	-$1.26M	0.03%	556
2023 Q2	$15.9M	Buy	428,212 +12,954	+3%	+$478K	0.03%	495
2023 Q1	$15.8M	Buy	415,258 +204,557	+97%	+$8.17M	0.03%	484
2022 Q4	$8.34M	Sell	210,701 -2,558	-1%	-$100K	0.02%	709
2022 Q3	$7.56M	Buy	213,259 +39,071	+22%	+$1.57M	0.02%	701
2022 Q2	$6.95M	Buy	174,188 +43,994	+34%	+$1.89M	0.02%	746
2022 Q1	$5.72M	Sell	130,194 -9,240	-7%	-$398K	0.01%	882
2021 Q4	$5.86M	Buy	139,434 +2,529	+2%	+$103K	0.01%	849
2021 Q3	$5.36M	Buy	136,905 +52,772	+63%	+$2.1M	0.01%	834
2021 Q2	$3.37M	Buy	84,133 +22,084	+36%	+$898K	0.01%	1084
2021 Q1	$2.39M	Buy	62,049 +610	+1%	+$22.2K	0.01%	1210
2020 Q4	$2.02M	Sell	61,439 -14,507	-19%	-$448K	0.01%	1222
2020 Q3	$2.08M	Sell	75,946 -5,647	-7%	-$160K	0.01%	1074
2020 Q2	$2.27M	Buy	81,593 +5,366	+7%	+$147K	0.01%	974
2020 Q1	$1.88M	Buy	76,227 +6,465	+9%	+$225K	0.01%	926
2019 Q4	$2.75M	Buy	69,762 +11,276	+19%	+$435K	0.01%	862
2019 Q3	$2.22M	Buy	58,486 +7,412	+15%	+$277K	0.01%	924
2019 Q2	$1.94M	Buy	51,074 +14,865	+41%	+$563K	0.01%	978
2019 Q1	$1.37M	Sell	36,209 -6,023	-14%	-$222K	0.01%	1107
2018 Q4	$1.44M	Buy	42,232 +27,415	+185%	+$1M	0.01%	997
2018 Q3	$555K	Buy	14,817 +1,341	+10%	+$50.8K	﹤0.01%	1721
2018 Q2	$503K	Buy	13,476 +2,394	+22%	+$87.3K	﹤0.01%	1750
2018 Q1	$396K	Buy	11,082 +2,602	+31%	+$95.5K	﹤0.01%	1867
2017 Q4	$318K	Buy	8,480 +250	+3%	+$9.23K	﹤0.01%	2013
2017 Q3	$296K	Buy	8,230 +1,101	+15%	+$39.1K	﹤0.01%	1989
2017 Q2	$252K	Buy	+7,129	New	+$251K	﹤0.01%	2047

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

Commonwealth Equity Services's SPYD Position: Q2 2026 in Review

Commonwealth Equity Services increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 4.3% in Q2 2026, buying an estimated $1.12M and bringing the position to 581,680 shares worth $27.8M. The position accounts for 0.03% of the portfolio, ranked #487.

Commonwealth Equity Services first reported a position in SPYD in Q2 2017 and has held it in 37 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Commonwealth Equity Services held 581,680 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $27.8M as of Q2 2026.
Commonwealth Equity Services bought 23,778 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $1.12M.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Commonwealth Equity Services's portfolio in Q2 2026, its #487 holding.
Commonwealth Equity Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2017 and has held it in 37 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.