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Innovative Asset Advisors Group’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Innovative Asset Advisors Group’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
-300
Closed -$13.7K – 915
2026
Q1 		$13.7K Buy
+300
New +$13.8K 0.01% 581

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

Innovative Asset Advisors Group's SPYD Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 300 shares — an estimated $13.7K sold.

Innovative Asset Advisors Group first reported a position in SPYD in Q1 2026 and held it in 1 quarter. The position peaked at $13.7K in Q1 2026. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 300 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $13.7K.
  • Innovative Asset Advisors Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $13.7K in Q1 2026.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.