CI
SPYD icon

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

FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return