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

Financial Gravity Companies’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
Q2 		$12M Buy
+282,168
New +$11.9M 2.35% 13
2024
Q4 		$10.4M Buy
240,917
+15,612
+7% +$708K 2.38% 12
2024
Q3 		$10.3M Buy
+225,305
New +$9.78M 2.75% 13

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Gravity Companies's SPYD Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2025: 282,168 shares worth $12M. The stake represents 2.35% of the portfolio and ranks #13 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPYD as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPYD in Q3 2024 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

  • Financial Gravity Companies held 282,168 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $12M as of Q2 2025.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Financial Gravity Companies position in Q2 2025.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 2.35% of Financial Gravity Companies's portfolio in Q2 2025, its #13 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.