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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crescent Grove Advisors's SPYD Position: Q1 2026 in Review

Crescent Grove Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 4.8% in Q1 2026, buying an estimated $303K and bringing the position to 144,929 shares worth $6.6M. The position accounts for 0.63% of the portfolio, ranked #38.

Crescent Grove Advisors first reported a position in SPYD in Q3 2022 and has held it in 15 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Crescent Grove Advisors held 144,929 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $6.6M as of Q1 2026.
  • Crescent Grove Advisors bought 6,595 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $303K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.63% of Crescent Grove Advisors's portfolio in Q1 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 15 quarters since.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.