Diversify Advisory Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Diversify Advisory Services’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	$383K	Buy	+7,679	New	+$361K	0.01%	968
2024 Q4	–	Sell	-5,532	Closed	-$253K	–	683
2024 Q3	$253K	Buy	+5,532	New	+$240K	0.01%	541
2024 Q2	–	Sell	-7,086	Closed	-$286K	–	713
2024 Q1	$286K	Buy	+7,086	New	+$277K	0.02%	543

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

Diversify Advisory Services's SPYD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 7,679 shares worth $383K. The stake represents 0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPYD as recently as Q3 2024.

Diversify Advisory Services first reported a position in SPYD in Q1 2024 and has held it in 3 quarters since. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Diversify Advisory Services held 7,679 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $383K as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Diversify Advisory Services position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #968 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and has held it in 3 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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.