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

FSC Wealth 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
Q4 		– Sell
-14,439
Closed -$635K – 67
2025
Q3 		$635K Buy
14,439
+1,859
+15% +$81.5K 0.37% 40
2025
Q2 		$534K Sell
12,580
-308
-2% -$12.9K 0.34% 40
2025
Q1 		$570K Sell
12,888
-1,131
-8% -$49.7K 0.37% 37
2024
Q4 		$606K Buy
14,019
+511
+4% +$23.2K 0.39% 40
2024
Q3 		$617K Buy
13,508
+517
+4% +$22.5K 0.44% 39
2024
Q2 		$523K Buy
12,991
+296
+2% +$11.9K 0.39% 34
2024
Q1 		$517K Buy
12,695
+8,470
+200% +$331K 0.36% 34
2023
Q4 		$166K Sell
4,225
-202
-5% -$7.25K 0.12% 54
2023
Q3 		$155K Buy
4,427
+315
+8% +$11.7K 0.16% 35
2023
Q2 		$152K Buy
4,112
+617
+18% +$22.8K 0.14% 34
2023
Q1 		$133K Buy
3,495
+1,965
+128% +$78.5K 0.21% 29
2022
Q4 		$60.6K Sell
1,530
-9
-0.6% -$352 0.1% 44
2022
Q3 		$55K Sell
1,539
-322
-17% -$13K 0.53% 36
2022
Q2 		$74K Buy
1,861
+197
+12% +$8.47K 0.66% 34
2022
Q1 		$73K Sell
1,664
-94
-5% -$4.05K 0.07% 46
2021
Q4 		$74K Buy
+1,758
New +$71.7K 0.05% 59

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FSC Wealth Advisors's SPYD Position: Q4 2025 in Review

FSC Wealth Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 14,439 shares — an estimated $635K sold.

FSC Wealth Advisors first reported a position in SPYD in Q4 2021 and held it in 16 quarters. The position peaked at $635K in Q3 2025. 473 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

  • FSC Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 14,439 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $635K.
  • FSC Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 16 quarters.
  • FSC Wealth Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $635K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.