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

CX Institutional’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	$1.24M	Buy	26,004 +20,923	+412%	+$983K	0.04%	303
2026 Q1	$231K	Sell	5,081 -321	-6%	-$14.7K	0.01%	682
2025 Q4	$234K	Sell	5,402 -5,464	-50%	-$237K	0.01%	656
2025 Q3	$478K	Buy	10,866 +10,177	+1,477%	+$446K	0.01%	444
2025 Q2	$29K	Sell	689 -20,074	-97%	-$844K	﹤0.01%	928
2025 Q1	$919K	Buy	20,763 +19,691	+1,837%	+$866K	0.03%	279
2024 Q4	$46.4K	Buy	+1,072	New	+$48.6K	﹤0.01%	524
2023 Q1	–	Sell	-47,247	Closed	-$1.87M	–	583
2022 Q4	$1.87M	Buy	47,247 +34,902	+283%	+$1.37M	0.11%	201
2022 Q3	$438K	Sell	12,345 -86,282	-87%	-$3.47M	0.03%	350
2022 Q2	$3.94M	Buy	+98,627	New	+$4.24M	0.3%	84
2022 Q1	–	Sell	-25,906	Closed	-$1.09M	–	399
2021 Q4	$1.09M	Buy	+25,906	New	+$1.06M	0.09%	197
2020 Q3	–	Sell	-84	Closed	-$2K	–	911
2020 Q2	$2K	Sell	84 -70,401	-100%	-$1.92M	﹤0.01%	765
2020 Q1	$1.73M	Buy	+70,485	New	+$2.45M	0.28%	75

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

CX Institutional's SPYD Position: Q2 2026 in Review

CX Institutional increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 412% in Q2 2026, buying an estimated $983K and bringing the position to 26,004 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #303.

CX Institutional first reported a position in SPYD in Q1 2020 and has held it in 13 quarters since. The position peaked at $3.94M in Q2 2022. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

CX Institutional held 26,004 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.24M as of Q2 2026.
CX Institutional bought 20,923 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $983K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.04% of CX Institutional's portfolio in Q2 2026, its #303 holding.
CX Institutional first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2020 and has held it in 13 quarters since.
CX Institutional's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.94M in Q2 2022.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.