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

IFG 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 		$2.2M Buy
+46,169
New +$2.17M 0.08% 268
2026
Q1 		– Sell
-42,611
Closed -$1.84M – 803
2025
Q4 		$1.84M Sell
42,611
-1,583
-4% -$68.6K 0.08% 259
2025
Q3 		$1.94M Sell
44,194
-242
-0.5% -$10.6K 0.09% 242
2025
Q2 		$1.89M Sell
44,436
-1,619
-4% -$68K 0.09% 233
2025
Q1 		$2.04M Sell
46,055
-930
-2% -$40.9K 0.11% 216
2024
Q4 		$2.03M Buy
46,985
+521
+1% +$23.6K 0.12% 201
2024
Q3 		$2.12M Buy
46,464
+1,003
+2% +$43.6K 0.14% 196
2024
Q2 		$1.83M Buy
45,461
+502
+1% +$20.1K 0.12% 209
2024
Q1 		$1.83M Buy
44,959
+1,128
+3% +$44K 0.14% 198
2023
Q4 		$1.72M Buy
43,831
+2,525
+6% +$90.7K 0.13% 190
2023
Q3 		$1.45M Sell
41,306
-262
-0.6% -$9.75K 0.12% 197
2023
Q2 		$1.54M Buy
41,568
+876
+2% +$32.3K 0.14% 186
2023
Q1 		$1.55M Buy
40,692
+3,397
+9% +$136K 0.14% 170
2022
Q4 		$1.48M Buy
37,295
+3,368
+10% +$132K 0.15% 153
2022
Q3 		$1.2M Buy
33,927
+161
+0.5% +$6.48K 0.11% 190
2022
Q2 		$1.35M Buy
33,766
+284
+0.8% +$12.2K 0.14% 153
2022
Q1 		$1.47M Buy
33,482
+3,429
+11% +$148K 0.15% 162
2021
Q4 		$1.26M Buy
30,053
+358
+1% +$14.6K 0.12% 184
2021
Q3 		$1.16M Buy
29,695
+473
+2% +$18.8K 0.13% 184
2021
Q2 		$1.17M Buy
29,222
+568
+2% +$23.1K 0.13% 182
2021
Q1 		$1.1M Buy
28,654
+8,402
+41% +$306K 0.14% 177
2020
Q4 		$667K Sell
20,252
-780
-4% -$24.1K 0.09% 223
2020
Q3 		$576K Sell
21,032
-4,452
-17% -$126K 0.09% 218
2020
Q2 		$709K Sell
25,484
-8,633
-25% -$236K 0.13% 183
2020
Q1 		$839K Buy
34,117
+4,030
+13% +$140K 0.19% 134
2019
Q4 		$1.19M Buy
30,087
+2,438
+9% +$94K 0.22% 115
2019
Q3 		$1.05M Buy
+27,649
New +$1.03M 0.2% 125

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFG Advisory's SPYD Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 46,169 shares worth $2.2M. The stake represents 0.08% of the portfolio and ranks #268 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPYD as recently as Q4 2025.

IFG Advisory first reported a position in SPYD in Q3 2019 and has held it in 27 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • IFG Advisory held 46,169 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.2M as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF was a new IFG Advisory position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.08% of IFG Advisory's portfolio in Q2 2026, its #268 holding.
  • IFG Advisory first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and has held it in 27 quarters since.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.