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

Crewe 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	$1.01K	Hold	21	–	–	﹤0.01%	1051
2026 Q1	$951	Hold	21	–	–	﹤0.01%	962
2025 Q4	$894	Buy	21 +1	+5%	+$43	﹤0.01%	1004
2025 Q3	$898	Hold	20	–	–	﹤0.01%	923
2025 Q2	$857	Hold	20	–	–	﹤0.01%	622
2025 Q1	$883	Hold	20	–	–	﹤0.01%	599
2024 Q4	$855	Hold	20	–	–	﹤0.01%	534
2024 Q3	$891	Buy	20 +1	+5%	+$43	﹤0.01%	644
2024 Q2	$778	Sell	19 -826	-98%	-$33.1K	﹤0.01%	899
2024 Q1	$34.4K	Buy	845 +826	+4,347%	+$32.2K	﹤0.01%	419
2023 Q4	$742	Hold	19	–	–	﹤0.01%	325
2023 Q3	$655	Buy	19 +1	+6%	+$37	﹤0.01%	378
2023 Q2	$684	Hold	18	–	–	﹤0.01%	609
2023 Q1	$692	Buy	18 +6	+50%	+$240	﹤0.01%	774
2022 Q4	$475	Buy	12 +6	+100%	+$235	﹤0.01%	972
2022 Q3	$0	Buy	+6	New	+$242	﹤0.01%	1275

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

Crewe Advisors's SPYD Position: Q2 2026 in Review

Crewe Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 21 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Crewe Advisors first reported a position in SPYD in Q3 2022 and has held it in 16 quarters since. The position peaked at $34.4K in Q1 2024. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Crewe Advisors held 21 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.01K as of Q2 2026.
Crewe Advisors left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1051 holding.
Crewe 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.
Crewe Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $34.4K in Q1 2024.
523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.