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

EverSource Wealth 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	$121K	Sell	2,528 -37,965	-94%	-$1.78M	﹤0.01%	1292
2026 Q1	$1.84M	Buy	40,493 +991	+3%	+$45.5K	0.06%	229
2025 Q4	$1.71M	Sell	39,502 -658	-2%	-$28.5K	0.06%	223
2025 Q3	$1.77M	Buy	40,160 +2,424	+6%	+$106K	0.07%	188
2025 Q2	$1.6M	Sell	37,736 -4,445	-11%	-$187K	0.07%	191
2025 Q1	$1.87M	Buy	42,181 +10,721	+34%	+$471K	0.1%	159
2024 Q4	$1.36M	Buy	31,460 +31,110	+8,889%	+$1.41M	0.08%	198
2024 Q3	$16K	Hold	350	–	–	﹤0.01%	1602
2024 Q2	$15.1K	Buy	350 +100	+40%	+$4.01K	﹤0.01%	1644
2024 Q1	$9.84K	Buy	250 +150	+150%	+$5.85K	﹤0.01%	1695
2023 Q4	$3.92K	Hold	100	–	–	﹤0.01%	1956
2023 Q3	$3.51K	Hold	100	–	–	﹤0.01%	1835
2023 Q2	$3.71K	Sell	100 -118	-54%	-$4.36K	﹤0.01%	1842
2023 Q1	$8.28K	Buy	218 +118	+118%	+$4.71K	﹤0.01%	1443
2022 Q4	$3.96K	Buy	+100	New	+$3.91K	﹤0.01%	1695

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

EverSource Wealth Advisors's SPYD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 94% in Q2 2026, selling an estimated $1.78M and leaving 2,528 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

EverSource Wealth Advisors first reported a position in SPYD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q1 2025. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

EverSource Wealth Advisors held 2,528 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $121K as of Q2 2026.
EverSource Wealth Advisors sold 37,965 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $1.78M.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1292 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.87M in Q1 2025.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.