Kingsbury Capital Investment Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Kingsbury Capital Investment Advisors’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	$230K	Buy	4,828 +427	+10%	+$20.1K	0.19%	92
2026 Q1	$200K	Buy	+4,401	New	+$202K	0.19%	96
2022 Q3	$935K	Buy	26,349 +8,542	+48%	+$344K	1.43%	14
2022 Q2	$711K	Buy	17,807 +4,141	+30%	+$178K	0.98%	19
2022 Q1	$601K	Buy	+13,666	New	+$589K	0.66%	32

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

Kingsbury Capital Investment Advisors's SPYD Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 9.7% in Q2 2026, buying an estimated $20.1K and bringing the position to 4,828 shares worth $230K. The position accounts for 0.19% of the portfolio, ranked #92.

Kingsbury Capital Investment Advisors first reported a position in SPYD in Q1 2022 and has held it in 5 quarters since. The position peaked at $935K in Q3 2022. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Kingsbury Capital Investment Advisors held 4,828 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $230K as of Q2 2026.
Kingsbury Capital Investment Advisors bought 427 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $20.1K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.19% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #92 holding.
Kingsbury Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 5 quarters since.
Kingsbury Capital Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $935K in Q3 2022.
523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.