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 Q2	$1.64M	Sell	34,312 -171	-0.5%	-$8.04K	0.01%	786
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 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

Concurrent Investment Advisors's SPYD Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.5% in Q2 2026, selling an estimated $8.04K and leaving 34,312 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #786.

Concurrent Investment Advisors first reported a position in SPYD in Q4 2023 and has held it in 11 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Concurrent Investment Advisors held 34,312 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.64M as of Q2 2026.
Concurrent Investment Advisors sold 171 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $8.04K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #786 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 11 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.