Consolidated Portfolio Review Corp’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q4	–	Sell	-5,950	Closed	-$262K	–	352
2025 Q3	$262K	Buy	5,950 +714	+14%	+$31.3K	0.03%	402
2025 Q2	$222K	Sell	5,236 -201	-4%	-$8.45K	0.03%	409
2025 Q1	$241K	Buy	+5,437	New	+$239K	0.04%	331

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Consolidated Portfolio Review Corp's SPYD Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 5,950 shares — an estimated $262K sold.

Consolidated Portfolio Review Corp first reported a position in SPYD in Q1 2025 and held it in 3 quarters. The position peaked at $262K in Q3 2025. 475 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 5,950 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $262K.
Consolidated Portfolio Review Corp first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and held it in 3 quarters.
Consolidated Portfolio Review Corp's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $262K in Q3 2025.
475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.