Fortis Capital Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Fortis Capital Advisors’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	$228K	Sell	4,772 -44	-0.9%	-$2.07K	0.03%	374
2026 Q1	$219K	Buy	+4,816	New	+$221K	0.03%	348
2023 Q2	–	Sell	-1,163	Closed	-$44.2K	–	545
2023 Q1	$44.2K	Hold	1,163	–	–	0.02%	301
2022 Q4	$46K	Buy	+1,163	New	+$45.5K	0.03%	303

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

Fortis Capital Advisors's SPYD Position: Q2 2026 in Review

Fortis Capital Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.91% in Q2 2026, selling an estimated $2.07K and leaving 4,772 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #374.

Fortis Capital Advisors first reported a position in SPYD in Q4 2022 and has held it in 4 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Fortis Capital Advisors held 4,772 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $228K as of Q2 2026.
Fortis Capital Advisors sold 44 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $2.07K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #374 holding.
Fortis Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 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 Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.