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

James Investment Research’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
2025
Q2 		– Sell
-11,813
Closed -$523K – 350
2025
Q1 		$523K Buy
11,813
+1,873
+19% +$82.3K 0.07% 206
2024
Q4 		$430K Buy
9,940
+2,075
+26% +$94.1K 0.05% 228
2024
Q3 		$359K Buy
+7,865
New +$342K 0.04% 257

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

James Investment Research's SPYD Position: Q2 2025 in Review

James Investment Research sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2025, closing a stake of 11,813 shares — an estimated $523K sold.

James Investment Research first reported a position in SPYD in Q3 2024 and held it in 3 quarters. The position peaked at $523K in Q1 2025. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

  • James Investment Research reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • James Investment Research sold 11,813 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $523K.
  • James Investment Research first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and held it in 3 quarters.
  • James Investment Research's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $523K in Q1 2025.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on James Investment Research's 13F filing for Q2 2025, filed 1 Aug 2025.