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

Foundations Investment 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	$793K	Buy	16,613 +11,515	+226%	+$541K	0.01%	637
2026 Q1	$232K	Sell	5,098 -378	-7%	-$17.4K	﹤0.01%	1038
2025 Q4	$237K	Buy	5,476 +379	+7%	+$16.4K	﹤0.01%	988
2025 Q3	$224K	Buy	5,097 +17	+0.3%	+$745	﹤0.01%	962
2025 Q2	$216K	Buy	5,080 +15	+0.3%	+$630	﹤0.01%	864
2025 Q1	$224K	Sell	5,065 -16,644	-77%	-$732K	﹤0.01%	796
2024 Q4	$939K	Buy	21,709 +2,103	+11%	+$95.4K	0.02%	414
2024 Q3	$895K	Buy	19,606 +66	+0.3%	+$2.87K	0.02%	378
2024 Q2	$786K	Buy	19,540 +139	+0.7%	+$5.58K	0.02%	390
2024 Q1	$790K	Sell	19,401 -2,089	-10%	-$81.5K	0.02%	366
2023 Q4	$834K	Buy	21,490 +691	+3%	+$24.8K	0.02%	338
2023 Q3	$729K	Buy	20,799 +1,702	+9%	+$63.3K	0.02%	325
2023 Q2	$708K	Buy	19,097 +13,186	+223%	+$487K	0.02%	305
2023 Q1	$225K	Sell	5,911 -3,265	-36%	-$130K	0.01%	455
2022 Q4	$363K	Buy	+9,176	New	+$359K	0.01%	321
2020 Q1	–	Sell	-45,733	Closed	-$1.79M	–	146
2019 Q4	$1.79M	Buy	45,733 +7,363	+19%	+$284K	0.22%	40
2019 Q3	$1.42M	Buy	38,370 +22,020	+135%	+$823K	0.19%	45
2019 Q2	$629K	Buy	16,350 +8,623	+112%	+$327K	0.09%	73
2019 Q1	$292K	Buy	+7,727	New	+$285K	0.05%	79
2018 Q4	–	Sell	-11,125	Closed	-$417K	–	127
2018 Q3	$417K	Buy	11,125 +5,075	+84%	+$192K	0.1%	69
2018 Q2	$226K	Buy	+6,050	New	+$220K	0.06%	80

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 22.9% 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

Foundations Investment Advisors's SPYD Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 226% in Q2 2026, buying an estimated $541K and bringing the position to 16,613 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #637.

Foundations Investment Advisors first reported a position in SPYD in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.79M in Q4 2019. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Foundations Investment Advisors held 16,613 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $793K as of Q2 2026.
Foundations Investment Advisors bought 11,515 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $541K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #637 holding.
Foundations Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2018 and has held it in 21 quarters since.
Foundations Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.79M in Q4 2019.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.