Gladstone Institutional Advisory’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Gladstone Institutional Advisory’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 Q2	$1.76M	Buy	36,808 +1,995	+6%	+$93.8K	0.06%	314
2026 Q1	$1.58M	Buy	34,813 +1,640	+5%	+$75.4K	0.06%	300
2025 Q4	$1.43M	Buy	33,173 +2,472	+8%	+$107K	0.05%	301
2025 Q3	$1.35M	Buy	30,701 +119	+0.4%	+$5.22K	0.05%	309
2025 Q2	$1.3M	Buy	30,582 +10,222	+50%	+$430K	0.05%	306
2025 Q1	$901K	Buy	20,360 +5,509	+37%	+$242K	0.04%	352
2024 Q4	$642K	Sell	14,851 -997	-6%	-$45.2K	0.03%	402
2024 Q3	$723K	Sell	15,848 -15	-0.1%	-$651	0.04%	368
2024 Q2	$638K	Buy	15,863 +1,428	+10%	+$57.3K	0.03%	375
2024 Q1	$588K	Buy	14,435 +6,868	+91%	+$268K	0.03%	378
2023 Q4	$297K	Buy	7,567 +1,779	+31%	+$63.9K	0.02%	526
2023 Q3	$203K	Buy	5,788 +171	+3%	+$6.36K	0.01%	578
2023 Q2	$208K	Buy	+5,617	New	+$207K	0.01%	591

Other funds holding SPYD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 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

Gladstone Institutional Advisory's SPYD Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 5.7% in Q2 2026, buying an estimated $93.8K and bringing the position to 36,808 shares worth $1.76M. The position accounts for 0.06% of the portfolio, ranked #314.

Gladstone Institutional Advisory first reported a position in SPYD in Q2 2023 and has held it in 13 quarters since. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Gladstone Institutional Advisory held 36,808 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.76M as of Q2 2026.
Gladstone Institutional Advisory bought 1,995 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $93.8K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #314 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and has held it in 13 quarters since.
523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.