GIA
SPYD icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return