Financial Gravity Asset Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Financial Gravity Asset Management’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	$14.1M	Buy	308,980 +10,787	+4%	+$496K	2.5%	13
2025 Q4	$12.9M	Buy	298,193 +25,511	+9%	+$1.1M	2.48%	13
2025 Q3	$12M	Buy	+272,682	New	+$12M	2.37%	13
2025 Q1	$11.7M	Buy	+263,549	New	+$11.6M	2.54%	12
2024 Q2	$10.6M	Buy	265,415 +25,788	+11%	+$1.03M	2.66%	12
2024 Q1	$9.39M	Hold	239,627	–	–	2.64%	12
2023 Q4	$9.39M	Buy	+239,627	New	+$8.61M	2.64%	12
2021 Q3	$2M	Sell	50,948 -27,930	-35%	-$1.11M	0.94%	22
2021 Q2	$3.16M	Buy	+78,878	New	+$3.21M	1.13%	20
2020 Q4	$2.11M	Buy	+64,173	New	+$1.98M	1.93%	21
2019 Q4	$109K	Buy	2,754 +1,294	+89%	+$49.9K	0.08%	288
2019 Q3	$55K	Buy	+1,460	New	+$54.6K	0.05%	280

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Gravity Asset Management's SPYD Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 3.6% in Q1 2026, buying an estimated $496K and bringing the position to 308,980 shares worth $14.1M. The position accounts for 2.5% of the portfolio, ranked #13.

Financial Gravity Asset Management first reported a position in SPYD in Q3 2019 and has held it in 12 quarters since. 501 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Financial Gravity Asset Management held 308,980 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $14.1M as of Q1 2026.
Financial Gravity Asset Management bought 10,787 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $496K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 2.5% of Financial Gravity Asset Management's portfolio in Q1 2026, its #13 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and has held it in 12 quarters since.
501 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.