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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions's SPYD Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026, closing a stake of 11,370 shares — an estimated $492K sold.

Envestnet Portfolio Solutions first reported a position in SPYD in Q3 2023 and held it in 10 quarters. The position peaked at $1.69M in Q3 2023. 505 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 11,370 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $492K.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.69M in Q3 2023.
  • 505 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.