JT Stratford LLC’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

JT Stratford LLC’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 Q1	$414K	Hold	9,098	–	–	0.05%	236
2025 Q4	$393K	Buy	9,098 +1,623	+22%	+$70.3K	0.05%	243
2025 Q3	$329K	Hold	7,475	–	–	0.04%	249
2025 Q2	$317K	Hold	7,475	–	–	0.05%	234
2025 Q1	$331K	Hold	7,475	–	–	0.06%	224
2024 Q4	$323K	Hold	7,475	–	–	0.05%	228
2024 Q3	$341K	Hold	7,475	–	–	0.06%	232
2024 Q2	$301K	Hold	7,475	–	–	0.06%	228
2024 Q1	$304K	Hold	7,475	–	–	0.06%	223
2023 Q4	$293K	Buy	+7,475	New	+$268K	0.07%	209

Other funds holding SPYD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JT Stratford LLC's SPYD Position: Q1 2026 in Review

JT Stratford LLC held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q1 2026 at 9,098 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #236.

JT Stratford LLC first reported a position in SPYD in Q4 2023 and has held it in 10 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

JT Stratford LLC held 9,098 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $414K as of Q1 2026.
JT Stratford LLC left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of JT Stratford LLC's portfolio in Q1 2026, its #236 holding.
JT Stratford LLC first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and has held it in 10 quarters since.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.