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

Concurrent Investment 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
Q1 		$1.57M Buy
34,483
+1,484
+4% +$68.2K 0.02% 700
2025
Q4 		$1.43M Sell
32,999
-1,761
-5% -$76.3K 0.02% 695
2025
Q3 		$1.53M Buy
34,760
+3,151
+10% +$138K 0.03% 532
2025
Q2 		$1.34M Buy
31,609
+2,601
+9% +$109K 0.03% 523
2025
Q1 		$1.28M Buy
29,008
+5,969
+26% +$262K 0.03% 477
2024
Q4 		$996K Buy
23,039
+2,421
+12% +$110K 0.03% 485
2024
Q3 		$941K Buy
20,618
+18
+0.1% +$782 0.03% 481
2024
Q2 		$829K Buy
20,600
+45
+0.2% +$1.8K 0.03% 478
2024
Q1 		$837K Hold
20,555
– – 0.03% 412
2023
Q4 		$806K Buy
+20,555
New +$738K 0.04% 375

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $4.78B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 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 $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return