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

Financial Insights’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 		$811K Hold
16,990
– – 0.21% 65
2026
Q1 		$773K Sell
16,990
-100
-0.6% -$4.59K 0.25% 57
2025
Q4 		$739K Buy
17,090
+200
+1% +$8.66K 0.25% 59
2025
Q3 		$743K Buy
16,890
+1,300
+8% +$57K 0.25% 54
2025
Q2 		$662K Sell
15,590
-500
-3% -$21K 0.24% 55
2025
Q1 		$712K Buy
16,090
+250
+2% +$11K 0.28% 46
2024
Q4 		$685K Buy
15,840
+950
+6% +$43.1K 0.25% 51
2024
Q3 		$680K Buy
14,890
+1,715
+13% +$74.5K 0.21% 69
2024
Q2 		$530K Sell
13,175
-1,750
-12% -$70.2K 0.15% 94
2024
Q1 		$608K Sell
14,925
-225
-1% -$8.78K 0.17% 93
2023
Q4 		$594K Sell
15,150
-2,150
-12% -$77.2K 0.19% 87
2023
Q3 		$581K Sell
17,300
-1,050
-6% -$39.1K 0.21% 86
2023
Q2 		$680K Sell
18,350
-175
-0.9% -$6.46K 0.25% 75
2023
Q1 		$704K Sell
18,525
-100
-0.5% -$4K 0.29% 64
2022
Q4 		$737K Buy
18,625
+1,222
+7% +$47.8K 0.35% 57
2022
Q3 		$617K Buy
17,403
+5,450
+46% +$219K 0.42% 51
2022
Q2 		$477K Buy
11,953
+7,003
+141% +$301K 0.48% 44
2022
Q1 		$218K Buy
+4,950
New +$213K 0.2% 76
2021
Q3 		– Sell
-1,000
Closed -$40.1K – 199
2021
Q2 		$40.1K Buy
+1,000
New +$40.7K 0.03% 173

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Insights's SPYD Position: Q2 2026 in Review

Financial Insights held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 16,990 shares worth $811K. The position accounts for 0.21% of the portfolio, ranked #65.

Financial Insights first reported a position in SPYD in Q2 2021 and has held it in 19 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Financial Insights held 16,990 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $811K as of Q2 2026.
  • Financial Insights left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.21% of Financial Insights's portfolio in Q2 2026, its #65 holding.
  • Financial Insights first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and has held it in 19 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 Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.