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

IMA Advisory Services’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	$203K	Buy	+4,250	New	+$200K	0.01%	326
2019 Q3	–	Sell	-100	Closed	-$4K	–	288
2019 Q2	$4K	Buy	+100	New	+$3.79K	﹤0.01%	253
2018 Q3	–	Sell	-1,257	Closed	-$47K	–	439
2018 Q2	$47K	Buy	+1,257	New	+$45.8K	0.02%	168

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

IMA Advisory Services's SPYD Position: Q2 2026 in Review

IMA Advisory Services opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 4,250 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in SPYD as recently as Q2 2019.

IMA Advisory Services first reported a position in SPYD in Q2 2018 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

IMA Advisory Services held 4,250 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $203K as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new IMA Advisory Services position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #326 holding.
IMA Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2018 and has held it in 3 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 IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.