Level Four Advisory Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Level Four Advisory Services’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	$531K	Sell	11,661 -756	-6%	-$34.7K	0.02%	576
2025 Q4	$537K	Sell	12,417 -10,878	-47%	-$471K	0.02%	552
2025 Q3	$1.02M	Buy	23,295 +14,624	+169%	+$641K	0.04%	408
2025 Q2	$368K	Sell	8,671 -12	-0.1%	-$504	0.01%	595
2025 Q1	$384K	Buy	8,683 +51	+0.6%	+$2.24K	0.02%	559
2024 Q4	$373K	Sell	8,632 -1,581	-15%	-$71.7K	0.02%	558
2024 Q3	$462K	Buy	10,213 +1,779	+21%	+$77.3K	0.02%	528
2024 Q2	$339K	Buy	8,434 +594	+8%	+$23.8K	0.02%	577
2024 Q1	$307K	Hold	7,840	–	–	0.02%	600
2023 Q4	$307K	Buy	7,840 +403	+5%	+$14.5K	0.02%	599
2023 Q3	$261K	Sell	7,437 -527	-7%	-$19.6K	0.02%	611
2023 Q2	$295K	Buy	7,964 +968	+14%	+$35.7K	0.02%	624
2023 Q1	$266K	Buy	6,996 +735	+12%	+$29.4K	0.02%	613
2022 Q4	$248K	Buy	+6,261	New	+$245K	0.02%	563
2022 Q2	–	Sell	-13,515	Closed	-$594K	–	650
2022 Q1	$594K	Buy	13,515 +2,250	+20%	+$96.9K	0.05%	350
2021 Q4	$474K	Sell	11,265 -754	-6%	-$30.8K	0.04%	409
2021 Q3	$470K	Sell	12,019 -255	-2%	-$10.1K	0.05%	303
2021 Q2	$492K	Sell	12,274 -4,595	-27%	-$187K	0.03%	399
2021 Q1	$649K	Buy	16,869 +614	+4%	+$22.4K	0.05%	336
2020 Q4	$535K	Buy	16,255 +83	+0.5%	+$2.56K	0.04%	357
2020 Q3	$443K	Buy	16,172 +242	+2%	+$6.84K	0.03%	368
2020 Q2	$445K	Buy	+15,930	New	+$435K	0.03%	383
2018 Q1	–	Sell	-15,550	Closed	-$582K	–	555
2017 Q4	$582K	Buy	+15,550	New	+$574K	0.05%	335

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 $3.65B AUM 41.88% 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

Level Four Advisory Services's SPYD Position: Q1 2026 in Review

Level Four Advisory Services reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 6.1% in Q1 2026, selling an estimated $34.7K and leaving 11,661 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #576.

Level Four Advisory Services first reported a position in SPYD in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.02M in Q3 2025. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Level Four Advisory Services held 11,661 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $531K as of Q1 2026.
Level Four Advisory Services sold 756 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $34.7K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #576 holding.
Level Four Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2017 and has held it in 23 quarters since.
Level Four Advisory Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.02M in Q3 2025.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.