Crews Bank & Trust’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Crews Bank & Trust’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	$311K	Sell	6,525 -6,085	-48%	-$286K	0.04%	189
2026 Q1	$574K	Buy	12,610 +455	+4%	+$20.9K	0.08%	130
2025 Q4	$526K	Buy	12,155 +5,065	+71%	+$219K	0.08%	149
2025 Q3	$312K	Buy	7,090 +1,100	+18%	+$48.2K	0.05%	185
2025 Q2	$254K	Hold	5,990	–	–	0.04%	200
2025 Q1	$265K	Buy	5,990 +325	+6%	+$14.3K	0.05%	194
2024 Q4	$245K	Buy	+5,665	New	+$257K	0.04%	193

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

Crews Bank & Trust's SPYD Position: Q2 2026 in Review

Crews Bank & Trust reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 48% in Q2 2026, selling an estimated $286K and leaving 6,525 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #189.

Crews Bank & Trust first reported a position in SPYD in Q4 2024 and has held it in 7 quarters since. The position peaked at $574K in Q1 2026. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Crews Bank & Trust held 6,525 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $311K as of Q2 2026.
Crews Bank & Trust sold 6,085 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $286K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.04% of Crews Bank & Trust's portfolio in Q2 2026, its #189 holding.
Crews Bank & Trust first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $574K in Q1 2026.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.