Envestnet Portfolio Solutions
SPYD icon

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

Envestnet Portfolio Solutions’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 		– Sell
-11,370
Closed -$492K – 1495
2025
Q4 		$492K Buy
11,370
+705
+7% +$30.5K ﹤0.01% 1062
2025
Q3 		$469K Buy
10,665
+1,299
+14% +$57K ﹤0.01% 1060
2025
Q2 		$398K Sell
9,366
-2,272
-20% -$95.5K ﹤0.01% 1208
2025
Q1 		$515K Buy
11,638
+2,021
+21% +$88.8K ﹤0.01% 1039
2024
Q4 		$416K Sell
9,617
-1,875
-16% -$85.1K ﹤0.01% 1329
2024
Q3 		$525K Sell
11,492
-1,157
-9% -$50.2K ﹤0.01% 1179
2024
Q2 		$509K Sell
12,649
-2,819
-18% -$113K ﹤0.01% 1136
2024
Q1 		$630K Buy
15,468
+2,393
+18% +$93.4K ﹤0.01% 1017
2023
Q4 		$512K Sell
13,075
-35,257
-73% -$1.27M ﹤0.01% 1038
2023
Q3 		$1.69M Buy
+48,332
New +$1.8M 0.01% 592

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
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 $4.78B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return