Continuum Advisory’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Continuum Advisory’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	$326K	Buy	7,168 +128	+2%	+$5.88K	0.03%	352
2025 Q4	$304K	Sell	7,040 -798	-10%	-$34.6K	0.03%	360
2025 Q3	$345K	Sell	7,838 -609	-7%	-$26.7K	0.04%	338
2025 Q2	$358K	Sell	8,447 -2,297	-21%	-$96.5K	0.04%	313
2025 Q1	$476K	Buy	10,744 +547	+5%	+$24K	0.06%	237
2024 Q4	$441K	Sell	10,197 -123	-1%	-$5.58K	0.06%	258
2024 Q3	$471K	Buy	10,320 +324	+3%	+$14.1K	0.06%	253
2024 Q2	$402K	Sell	9,996 -904	-8%	-$36.3K	0.06%	257
2024 Q1	$444K	Sell	10,900 -2,137	-16%	-$83.4K	0.07%	247
2023 Q4	$511K	Sell	13,037 -3,519	-21%	-$126K	0.07%	278
2023 Q3	$581K	Sell	16,556 -11,606	-41%	-$432K	0.09%	252
2023 Q2	$1.04M	Sell	28,162 -18,781	-40%	-$694K	0.17%	159
2023 Q1	$1.78M	Buy	46,943 +4,961	+12%	+$198K	0.3%	93
2022 Q4	$1.66M	Sell	41,982 -698	-2%	-$27.3K	0.3%	96
2022 Q3	$1.51M	Buy	42,680 +7,121	+20%	+$287K	0.27%	97
2022 Q2	$1.42M	Buy	35,559 +13,684	+63%	+$588K	0.26%	112
2022 Q1	$934K	Buy	21,875 +13,331	+156%	+$574K	0.18%	146
2021 Q4	$359K	Hold	8,544	–	–	0.08%	223
2021 Q3	$334K	Hold	8,544	–	–	0.09%	210
2021 Q2	$343K	Hold	8,544	–	–	0.11%	197
2021 Q1	$336K	Hold	8,544	–	–	0.14%	130
2020 Q4	$281K	Sell	8,544 -4,299	-33%	-$133K	0.13%	125
2020 Q3	$352K	Buy	12,843 +454	+4%	+$12.8K	0.19%	106
2020 Q2	$344K	Sell	12,389 -1,164	-9%	-$31.8K	0.22%	98
2020 Q1	$312K	Sell	13,553 -346	-2%	-$12K	0.21%	96
2019 Q4	$548K	Buy	13,899 +1,598	+13%	+$61.6K	0.32%	74
2019 Q3	$460K	Buy	12,301 +3,425	+39%	+$128K	0.31%	73
2019 Q2	$337K	Sell	8,876 -353	-4%	-$13.4K	0.23%	88
2019 Q1	$353K	Sell	9,229 -1,788	-16%	-$65.9K	0.26%	90
2018 Q4	$375K	Buy	+11,017	New	+$403K	0.28%	95

Other funds holding SPYD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Continuum Advisory's SPYD Position: Q1 2026 in Review

Continuum Advisory increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.8% in Q1 2026, buying an estimated $5.88K and bringing the position to 7,168 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #352.

Continuum Advisory first reported a position in SPYD in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.78M in Q1 2023. 498 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Continuum Advisory held 7,168 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $326K as of Q1 2026.
Continuum Advisory bought 128 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $5.88K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #352 holding.
Continuum Advisory first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and has held it in 30 quarters since.
Continuum Advisory's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.78M in Q1 2023.
498 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.