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

IFC 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
2026 Q2	$387K	Sell	8,115 -38	-0.5%	-$1.79K	0.05%	124
2026 Q1	$371K	Buy	8,153 +157	+2%	+$7.21K	0.05%	109
2025 Q4	$346K	Sell	7,996 -2,000	-20%	-$86.6K	0.05%	129
2025 Q3	$440K	Sell	9,996 -527	-5%	-$23.1K	0.08%	113
2025 Q2	$447K	Buy	10,523 +2,119	+25%	+$89.1K	0.08%	116
2025 Q1	$372K	Buy	+8,404	New	+$369K	0.08%	117

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

IFC Advisors's SPYD Position: Q2 2026 in Review

IFC Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.47% in Q2 2026, selling an estimated $1.79K and leaving 8,115 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #124.

IFC Advisors first reported a position in SPYD in Q1 2025 and has held it in 6 quarters since. The position peaked at $447K in Q2 2025. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

IFC Advisors held 8,115 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $387K as of Q2 2026.
IFC Advisors sold 38 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $1.79K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of IFC Advisors's portfolio in Q2 2026, its #124 holding.
IFC Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and has held it in 6 quarters since.
IFC Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $447K in Q2 2025.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.