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

IFC & Insurance Marketing’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	–	Sell	-306	Closed	-$13K	–	608
2025 Q4	$13K	Buy	+306	New	+$13.3K	0.01%	358

Other funds holding SPYD

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IFC & Insurance Marketing's SPYD Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026, closing a stake of 306 shares — an estimated $13K sold.

IFC & Insurance Marketing first reported a position in SPYD in Q4 2025 and held it in 1 quarter. The position peaked at $13K in Q4 2025. 505 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

IFC & Insurance Marketing reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 306 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $13K.
IFC & Insurance Marketing first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $13K in Q4 2025.
505 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.