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

FSA Wealth 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	$92.1K	Buy	2,093 +23	+1%	+$1.01K	0.03%	99
2025 Q2	$87.8K	Buy	2,070 +24	+1%	+$1.01K	0.03%	96
2025 Q1	$90.5K	Buy	2,046 +20	+1%	+$879	0.04%	92
2024 Q4	$87.6K	Buy	2,026 +25	+1%	+$1.13K	0.04%	99
2024 Q3	$91.3K	Buy	+2,001	New	+$86.9K	0.04%	101
2024 Q1	$78.4K	Buy	1,925 +22	+1%	+$859	0.03%	102
2023 Q4	$75K	Buy	+1,903	New	+$68.3K	0.04%	98
2021 Q1	–	Sell	-3,034	Closed	-$100K	–	209
2020 Q4	$100K	Buy	+3,034	New	+$93.7K	0.05%	84
2020 Q3	–	Sell	-21,227	Closed	-$591K	–	310
2020 Q2	$591K	Sell	21,227 -99,812	-82%	-$2.73M	0.4%	26
2020 Q1	$2.98M	Buy	121,039 +15,424	+15%	+$537K	2.49%	11
2019 Q4	$4.17M	Buy	+105,615	New	+$4.07M	2.94%	9

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSA Wealth Management's SPYD Position: Q3 2025 in Review

FSA Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.1% in Q3 2025, buying an estimated $1.01K and bringing the position to 2,093 shares worth $92.1K. The position accounts for 0.03% of the portfolio, ranked #99.

FSA Wealth Management first reported a position in SPYD in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.17M in Q4 2019. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

FSA Wealth Management held 2,093 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $92.1K as of Q3 2025.
FSA Wealth Management bought 23 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2025, an estimated $1.01K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #99 holding.
FSA Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $4.17M in Q4 2019.
451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.