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

Freedom Investment Management’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
Q3 		– Sell
-33,036
Closed -$1.4M – 627
2025
Q2 		$1.4M Sell
33,036
-866
-3% -$36.4K 0.11% 164
2025
Q1 		$1.5M Sell
33,902
-1,945
-5% -$85.5K 0.13% 142
2024
Q4 		$1.55M Sell
35,847
-4,756
-12% -$216K 0.13% 141
2024
Q3 		$1.85M Sell
40,603
-2,797
-6% -$121K 0.15% 128
2024
Q2 		$1.75M Sell
43,400
-11,033
-20% -$443K 0.14% 131
2024
Q1 		$2.22M Sell
54,433
-5,372
-9% -$210K 0.18% 104
2023
Q4 		$2.34M Sell
59,805
-7,365
-11% -$265K 0.19% 93
2023
Q3 		$2.36M Sell
67,170
-9,175
-12% -$341K 0.29% 70
2023
Q2 		$2.83M Sell
76,345
-9,955
-12% -$368K 0.32% 63
2023
Q1 		$3.28M Buy
86,300
+56,933
+194% +$2.27M 0.37% 57
2022
Q4 		$1.16M Sell
29,367
-1,861
-6% -$72.8K 0.13% 225
2022
Q3 		$1.11M Buy
31,228
+11,457
+58% +$461K 0.13% 222
2022
Q2 		$789K Sell
19,771
-19,116
-49% -$822K 0.08% 308
2022
Q1 		$1.71M Sell
38,887
-14,234
-27% -$613K 0.15% 166
2021
Q4 		$2.23M Buy
53,121
+10,055
+23% +$410K 0.16% 159
2021
Q3 		$1.69M Buy
43,066
+10,344
+32% +$412K 0.13% 212
2021
Q2 		$1.31M Buy
32,722
+11,365
+53% +$462K 0.1% 255
2021
Q1 		$822K Buy
+21,357
New +$778K 0.06% 364

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedom Investment Management's SPYD Position: Q3 2025 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2025, closing a stake of 33,036 shares — an estimated $1.4M sold.

Freedom Investment Management first reported a position in SPYD in Q1 2021 and held it in 18 quarters. The position peaked at $3.28M in Q1 2023. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

  • Freedom Investment Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 33,036 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2025, an estimated $1.4M.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.28M in Q1 2023.
  • 451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.