FEG
SPYD icon

Financial Enhancement Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Financial Enhancement Group’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
2025
Q1 		– Sell
-18,538
Closed -$790K – 123
2024
Q4 		$790K Buy
18,538
+7,129
+62% +$323K 0.12% 82
2024
Q3 		$406K Buy
11,409
+1,025
+10% +$44.5K 0.08% 103
2024
Q2 		$449K Sell
10,384
-181
-2% -$7.26K 0.07% 94
2024
Q1 		$411K Sell
10,565
-337
-3% -$13.2K 0.07% 102
2023
Q4 		$417K Sell
10,902
-359
-3% -$12.9K 0.07% 97
2023
Q3 		$394K Sell
11,261
-350
-3% -$13K 0.08% 104
2023
Q2 		$445K Buy
11,611
+202
+2% +$7.46K 0.08% 102
2023
Q1 		$406K Sell
11,409
-1,716
-13% -$68.6K 0.08% 103
2022
Q4 		$549K Buy
13,125
+5,384
+70% +$211K 0.11% 97
2022
Q3 		$275K Sell
7,741
-668
-8% -$26.9K 0.06% 95
2022
Q2 		$336K Buy
8,409
+1,230
+17% +$52.9K 0.07% 85
2022
Q1 		$316K Buy
7,179
+1,590
+28% +$68.5K 0.06% 89
2021
Q4 		$235K Buy
5,589
+106
+2% +$4.33K 0.04% 96
2021
Q3 		$214K Buy
5,483
+686
+14% +$27.3K 0.04% 95
2021
Q2 		$192K Sell
4,797
-1,085
-18% -$44.1K 0.04% 91
2021
Q1 		$226K Sell
5,882
-2,558
-30% -$93.2K 0.05% 84
2020
Q4 		$278K Buy
8,440
+4
+0% +$124 0.06% 89
2020
Q3 		$231K Sell
8,436
-415
-5% -$11.7K 0.05% 86
2020
Q2 		$247K Sell
8,851
-5,724
-39% -$156K 0.06% 87
2020
Q1 		$359K Buy
14,575
+3,282
+29% +$114K 0.11% 80
2019
Q4 		$446K Buy
11,293
+961
+9% +$37.1K 0.11% 68
2019
Q3 		$392K Buy
10,332
+1,768
+21% +$66.1K 0.11% 67
2019
Q2 		$326K Buy
8,564
+1,053
+14% +$39.9K 0.1% 73
2019
Q1 		$284K Buy
7,511
+2,216
+42% +$81.7K 0.09% 77
2018
Q4 		$199K Hold
5,295
– – 0.06% 86
2018
Q3 		$199K Buy
5,295
+18
+0.3% +$683 0.06% 86
2018
Q2 		$197K Buy
5,277
+123
+2% +$4.48K 0.07% 82
2018
Q1 		$184K Buy
+5,154
New +$189K 0.06% 84

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Enhancement Group's SPYD Position: Q1 2025 in Review

Financial Enhancement Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2025, closing a stake of 18,538 shares — an estimated $790K sold.

Financial Enhancement Group first reported a position in SPYD in Q1 2018 and held it in 28 quarters. The position peaked at $790K in Q4 2024. 461 funds tracked by Wall St. Rank hold SPYD as of Q1 2025.

  • Financial Enhancement Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Enhancement Group sold 18,538 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2025, an estimated $790K.
  • Financial Enhancement Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2018 and held it in 28 quarters.
  • Financial Enhancement Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $790K in Q4 2024.
  • 461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2025.

Based on Financial Enhancement Group's 13F filing for Q1 2025, filed 23 Apr 2025.