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

Fortis Group 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
2025 Q2	–	Sell	-4,871	Closed	-$216K	–	553
2025 Q1	$216K	Buy	4,871 +14	+0.3%	+$615	0.04%	184
2024 Q4	$210K	Sell	4,857 -560	-10%	-$25.4K	0.04%	188
2024 Q3	$247K	Buy	5,417 +21	+0.4%	+$912	0.05%	167
2024 Q2	$217K	Sell	5,396 -2,835	-34%	-$114K	0.04%	172
2024 Q1	$335K	Sell	8,231 -662	-7%	-$25.8K	0.06%	156
2023 Q4	$338K	Hold	8,893	–	–	0.08%	95
2023 Q3	$338K	Sell	8,893 -175	-2%	-$6.51K	0.1%	88
2023 Q2	$336K	Buy	9,068 +70	+0.8%	+$2.58K	0.09%	101
2023 Q1	$343K	Buy	+8,998	New	+$360K	0.1%	85

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fortis Group Advisors's SPYD Position: Q2 2025 in Review

Fortis Group Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2025, closing a stake of 4,871 shares — an estimated $216K sold.

Fortis Group Advisors first reported a position in SPYD in Q1 2023 and held it in 9 quarters. The position peaked at $343K in Q1 2023. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

Fortis Group Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2025 after selling out during the quarter.
Fortis Group Advisors sold 4,871 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $216K.
Fortis Group Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2023 and held it in 9 quarters.
Fortis Group Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $343K in Q1 2023.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Fortis Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.