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CFO
CVA Family Office’s
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
Stock Holding History
CVA Family Office’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
$25K
Buy
550
+6
+1%
+$276
﹤0.01%
745
2025
Q4
$23.5K
Buy
544
+7
+1%
+$303
﹤0.01%
671
2025
Q3
$23.6K
Buy
537
+74
+16%
+$3.25K
﹤0.01%
660
2025
Q2
$19.6K
Hold
463
–
–
﹤0.01%
692
2025
Q1
$20.5K
Hold
463
–
–
﹤0.01%
679
2024
Q4
$20K
Hold
463
–
–
﹤0.01%
677
2024
Q3
$21.1K
Hold
463
–
–
﹤0.01%
647
2024
Q2
$18.6K
Hold
463
–
–
﹤0.01%
652
2024
Q1
$18.8K
Hold
463
–
–
﹤0.01%
650
2023
Q4
$18.1K
Buy
+463
New
+$16.6K
﹤0.01%
646
2023
Q3
–
Sell
-463
Closed
-$17.2K
–
842
2023
Q2
$17.2K
Hold
463
–
–
﹤0.01%
642
2023
Q1
$17.6K
Hold
463
–
–
﹤0.01%
611
2022
Q4
$18.3K
Hold
463
–
–
﹤0.01%
579
2022
Q3
$16K
Hold
463
–
–
﹤0.01%
570
2022
Q2
$18K
Buy
+463
New
+$19.9K
﹤0.01%
560
Other funds holding SPYD
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B 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
$4.78B AUM
24.51%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SS
SBI Securities
Tokyo, Japan
$3.65B AUM
41.88%
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
$564B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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