Independent Advisor Alliance’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Independent Advisor Alliance’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	–	Sell	-22,139	Closed	-$1.01M	–	1555
2026 Q1	$1.01M	Buy	+22,139	New	+$1.02M	0.01%	834
2025 Q1	–	Sell	-19,562	Closed	-$846K	–	1300
2024 Q4	$846K	Buy	+19,562	New	+$887K	0.01%	778

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

Independent Advisor Alliance's SPYD Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 22,139 shares — an estimated $1.01M sold.

Independent Advisor Alliance first reported a position in SPYD in Q4 2024 and held it in 2 quarters. The position peaked at $1.01M in Q1 2026. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 22,139 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $1.01M.
Independent Advisor Alliance first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.01M in Q1 2026.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.