Endeavor Private Wealth’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Endeavor Private Wealth’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 Q1	$446K	Sell	9,800 -700	-7%	-$32.2K	0.13%	131
2025 Q4	$454K	Hold	10,500	–	–	0.13%	129
2025 Q3	$462K	Buy	+10,500	New	+$460K	0.14%	120

Other funds holding SPYD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Endeavor Private Wealth's SPYD Position: Q1 2026 in Review

Endeavor Private Wealth reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 6.7% in Q1 2026, selling an estimated $32.2K and leaving 9,800 shares worth $446K. The position accounts for 0.13% of the portfolio, ranked #131.

Endeavor Private Wealth first reported a position in SPYD in Q3 2025 and has held it in 3 quarters since. The position peaked at $462K in Q3 2025. 498 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Endeavor Private Wealth held 9,800 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $446K as of Q1 2026.
Endeavor Private Wealth sold 700 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $32.2K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.13% of Endeavor Private Wealth's portfolio in Q1 2026, its #131 holding.
Endeavor Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2025 and has held it in 3 quarters since.
Endeavor Private Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $462K in Q3 2025.
498 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.