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

Investment Research & Advisory 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 		$115K Buy
+2,407
New +$113K 0.04% 97

Other funds holding SPYD

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Investment Research & Advisory Group's SPYD Position: Q2 2026 in Review

Investment Research & Advisory Group opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 2,407 shares worth $115K. The stake represents 0.04% of the portfolio and ranks #97 among its holdings.

196 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Investment Research & Advisory Group held 2,407 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $115K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Investment Research & Advisory Group position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.04% of Investment Research & Advisory Group's portfolio in Q2 2026, its #97 holding.
  • 196 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.