Dumont & Blake Investment Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Dumont & Blake Investment Advisors’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	$2.58M	Buy	54,123 +846	+2%	+$39.8K	0.58%	44
2026 Q1	$2.43M	Buy	53,277 +2,152	+4%	+$98.9K	0.61%	42
2025 Q4	$2.21M	Buy	51,125 +3,197	+7%	+$138K	0.53%	51
2025 Q3	$2.11M	Buy	47,928 +2,266	+5%	+$99.4K	0.51%	55
2025 Q2	$1.94M	Buy	45,662 +622	+1%	+$26.1K	0.51%	56
2025 Q1	$1.99M	Buy	45,040 +314	+0.7%	+$13.8K	0.56%	49
2024 Q4	$1.93M	Buy	44,726 +5,114	+13%	+$232K	0.52%	51
2024 Q3	$1.81M	Sell	39,612 -38,069	-49%	-$1.65M	0.48%	55
2024 Q2	$3.13M	Buy	77,681 +41,413	+114%	+$1.66M	0.44%	61
2024 Q1	$1.48M	Buy	36,268 +8,499	+31%	+$332K	0.43%	65
2023 Q4	$1.09M	Buy	27,769 +7,155	+35%	+$257K	0.34%	81
2023 Q3	$723K	Buy	20,614 +2,576	+14%	+$95.9K	0.24%	104
2023 Q2	$669K	Buy	18,038 +205	+1%	+$7.57K	0.22%	110
2023 Q1	$678K	Buy	17,833 +168	+1%	+$6.71K	0.23%	111
2022 Q4	$699K	Buy	17,665 +753	+4%	+$29.5K	0.25%	99
2022 Q3	$600K	Buy	16,912 +163	+1%	+$6.56K	0.22%	109
2022 Q2	$668K	Buy	16,749 +1,250	+8%	+$53.8K	0.22%	116
2022 Q1	$681K	Buy	+15,499	New	+$668K	0.19%	127

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

Dumont & Blake Investment Advisors's SPYD Position: Q2 2026 in Review

Dumont & Blake Investment Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.6% in Q2 2026, buying an estimated $39.8K and bringing the position to 54,123 shares worth $2.58M. The position accounts for 0.58% of the portfolio, ranked #44.

Dumont & Blake Investment Advisors first reported a position in SPYD in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.13M in Q2 2024. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Dumont & Blake Investment Advisors held 54,123 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.58M as of Q2 2026.
Dumont & Blake Investment Advisors bought 846 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $39.8K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.58% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #44 holding.
Dumont & Blake Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 18 quarters since.
Dumont & Blake Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.13M in Q2 2024.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.