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 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFC Advisors's SPYD Position: Q1 2026 in Review

IFC Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2% in Q1 2026, buying an estimated $7.21K and bringing the position to 8,153 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #109.

IFC Advisors first reported a position in SPYD in Q1 2025 and has held it in 5 quarters since. The position peaked at $447K in Q2 2025. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

IFC Advisors held 8,153 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $371K as of Q1 2026.
IFC Advisors bought 157 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $7.21K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of IFC Advisors's portfolio in Q1 2026, its #109 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 5 quarters since.
IFC Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $447K in Q2 2025.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.