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

Frazier Financial 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
Q1 		$272K Hold
5,981
– – 0.15% 55
2025
Q4 		$259K Buy
+5,981
New +$259K 0.15% 56

Other funds holding SPYD

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Frazier Financial Advisors's SPYD Position: Q1 2026 in Review

Frazier Financial Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q1 2026 at 5,981 shares worth $272K. The position accounts for 0.15% of the portfolio, ranked #55.

Frazier Financial Advisors first reported a position in SPYD in Q4 2025 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Frazier Financial Advisors held 5,981 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $272K as of Q1 2026.
  • Frazier Financial Advisors left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.15% of Frazier Financial Advisors's portfolio in Q1 2026, its #55 holding.
  • Frazier Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.