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

Kovitz Investment Group Partners’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 Q4	–	Sell	-10,672	Closed	-$470K	–	1211
2025 Q3	$470K	Buy	10,672 +5,257	+97%	+$230K	﹤0.01%	1056
2025 Q2	$230K	Sell	5,415 -155	-3%	-$6.51K	﹤0.01%	1236
2025 Q1	$246K	Buy	5,570 +277	+5%	+$12.2K	﹤0.01%	1110
2024 Q4	$229K	Buy	5,293 +1	+0%	+$45	﹤0.01%	1125
2024 Q3	$236K	Sell	5,292 -338	-6%	-$14.7K	﹤0.01%	917
2024 Q2	$226K	Buy	+5,630	New	+$226K	﹤0.01%	779

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Kovitz Investment Group Partners's SPYD Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 10,672 shares — an estimated $470K sold.

Kovitz Investment Group Partners first reported a position in SPYD in Q2 2024 and held it in 6 quarters. The position peaked at $470K in Q3 2025. 475 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,672 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $470K.
Kovitz Investment Group Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $470K in Q3 2025.
475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.