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

Future Financial 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 Q4	–	Sell	-1,480	Closed	-$65.1K	–	395
2025 Q3	$65.1K	Hold	1,480	–	–	0.04%	224
2025 Q2	$62.8K	Hold	1,480	–	–	0.04%	216
2025 Q1	$65.5K	Hold	1,480	–	–	0.05%	205
2024 Q4	$64K	Hold	1,480	–	–	0.05%	215
2024 Q3	$67.6K	Buy	+1,480	New	+$64.3K	0.05%	218
2024 Q2	–	Sell	-1,480	Closed	-$60.3K	–	420
2024 Q1	$60.3K	Buy	+1,480	New	+$57.8K	0.05%	237
2022 Q2	–	Sell	-3,480	Closed	-$153K	–	429
2022 Q1	$153K	Hold	3,480	–	–	0.13%	146
2021 Q4	$148K	Buy	+3,480	New	+$142K	0.12%	151

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Future Financial Wealth Management's SPYD Position: Q4 2025 in Review

Future Financial Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 1,480 shares — an estimated $65.1K sold.

Future Financial Wealth Management first reported a position in SPYD in Q4 2021 and held it in 8 quarters. The position peaked at $153K in Q1 2022. 475 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

Future Financial Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,480 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $65.1K.
Future Financial Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $153K in Q1 2022.
475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.