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 Q2	$26.5K	Buy	556 +6	+1%	+$282	﹤0.01%	743
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 $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

CVA Family Office's SPYD Position: Q2 2026 in Review

CVA Family Office increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.1% in Q2 2026, buying an estimated $282 and bringing the position to 556 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

CVA Family Office first reported a position in SPYD in Q2 2022 and has held it in 16 quarters since. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

CVA Family Office held 556 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $26.5K as of Q2 2026.
CVA Family Office bought 6 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $282.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #743 holding.
CVA Family Office first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 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 CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.