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

Crescent Grove 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	$7.35M	Buy	154,026 +9,097	+6%	+$428K	0.61%	38
2026 Q1	$6.6M	Buy	144,929 +6,595	+5%	+$303K	0.63%	38
2025 Q4	$5.98M	Sell	138,334 -1,638	-1%	-$70.9K	0.56%	41
2025 Q3	$6.16M	Buy	139,972 +183	+0.1%	+$8.02K	0.58%	42
2025 Q2	$5.93M	Buy	139,789 +5,510	+4%	+$232K	0.57%	39
2025 Q1	$5.94M	Buy	134,279 +5,811	+5%	+$255K	0.62%	35
2024 Q4	$5.55M	Buy	128,468 +3,660	+3%	+$166K	0.55%	39
2024 Q3	$5.7M	Sell	124,808 -9,990	-7%	-$434K	0.58%	36
2024 Q2	$5.42M	Sell	134,798 -1,085	-0.8%	-$43.5K	0.59%	37
2024 Q1	$5.53M	Buy	135,883 +1,060	+0.8%	+$41.4K	0.58%	35
2023 Q4	$5.28M	Buy	134,823 +8,261	+7%	+$297K	0.59%	35
2023 Q3	$4.44M	Sell	126,562 -875	-0.7%	-$32.6K	0.55%	36
2023 Q2	$4.73M	Buy	127,437 +63,973	+101%	+$2.36M	0.51%	39
2023 Q1	$2.41M	Buy	63,464 +19,981	+46%	+$798K	0.28%	60
2022 Q4	$1.72M	Buy	43,483 +19,818	+84%	+$775K	0.18%	78
2022 Q3	$839K	Buy	+23,665	New	+$953K	0.1%	111

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 22.9% 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

Crescent Grove Advisors's SPYD Position: Q2 2026 in Review

Crescent Grove Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 6.3% in Q2 2026, buying an estimated $428K and bringing the position to 154,026 shares worth $7.35M. The position accounts for 0.61% of the portfolio, ranked #38.

Crescent Grove Advisors first reported a position in SPYD in Q3 2022 and has held it in 16 quarters since. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Crescent Grove Advisors held 154,026 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $7.35M as of Q2 2026.
Crescent Grove Advisors bought 9,097 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $428K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.61% of Crescent Grove Advisors's portfolio in Q2 2026, its #38 holding.
Crescent Grove Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2022 and has held it in 16 quarters since.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.