FCG Investment Company’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

FCG Investment Company’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	$994K	Buy	20,825 +174	+0.8%	+$8.18K	0.34%	70
2026 Q1	$940K	Buy	+20,651	New	+$949K	0.41%	55
2025 Q3	$962K	Hold	21,856	–	–	0.45%	55
2025 Q2	$928K	Buy	+21,856	New	+$919K	0.48%	49

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

FCG Investment Company's SPYD Position: Q2 2026 in Review

FCG Investment Company increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.84% in Q2 2026, buying an estimated $8.18K and bringing the position to 20,825 shares worth $994K. The position accounts for 0.34% of the portfolio, ranked #70.

FCG Investment Company first reported a position in SPYD in Q2 2025 and has held it in 4 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

FCG Investment Company held 20,825 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $994K as of Q2 2026.
FCG Investment Company bought 174 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $8.18K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.34% of FCG Investment Company's portfolio in Q2 2026, its #70 holding.
FCG Investment Company first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2025 and has held it in 4 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.