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

Lido 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	$1.88M	Sell	39,359 -4,917	-11%	-$231K	0.01%	821
2026 Q1	$2.02M	Sell	44,276 -26,027	-37%	-$1.2M	0.01%	703
2025 Q4	$3.09M	Buy	70,303 +56	+0.1%	+$2.42K	0.01%	591
2025 Q3	$3.09M	Sell	70,247 -7,086	-9%	-$311K	0.01%	571
2025 Q2	$3.28M	Sell	77,333 -1,318	-2%	-$55.4K	0.01%	468
2025 Q1	$3.48M	Buy	78,651 +10,869	+16%	+$478K	0.02%	411
2024 Q4	$2.93M	Buy	67,782 +31,637	+88%	+$1.44M	0.01%	433
2024 Q3	$1.65M	Buy	36,145 +4,027	+13%	+$175K	0.01%	527
2024 Q2	$1.29M	Sell	32,118 -1,158	-3%	-$46.4K	0.01%	568
2024 Q1	$1.35M	Sell	33,276 -5,140	-13%	-$201K	0.01%	542
2023 Q4	$1.51M	Sell	38,416 -28,444	-43%	-$1.02M	0.01%	486
2023 Q3	$2.34M	Sell	66,860 -17,674	-21%	-$658K	0.02%	345
2023 Q2	$3.13M	Sell	84,534 -10,101	-11%	-$373K	0.02%	294
2023 Q1	$3.6M	Buy	94,635 +20,145	+27%	+$805K	0.04%	244
2022 Q4	$2.95M	Sell	74,490 -8,947	-11%	-$350K	0.04%	229
2022 Q3	$2.96M	Sell	83,437 -5,103	-6%	-$205K	0.04%	200
2022 Q2	$3.53M	Buy	88,540 +20,445	+30%	+$879K	0.05%	160
2022 Q1	$2.99M	Buy	68,095 +11,619	+21%	+$501K	0.03%	211
2021 Q4	$2.37M	Sell	56,476 -10,719	-16%	-$437K	0.03%	242
2021 Q3	$2.63M	Sell	67,195 -316	-0.5%	-$12.6K	0.04%	233
2021 Q2	$2.71M	Buy	+67,511	New	+$2.75M	0.04%	218

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

Lido Advisors's SPYD Position: Q2 2026 in Review

Lido Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 11% in Q2 2026, selling an estimated $231K and leaving 39,359 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #821.

Lido Advisors first reported a position in SPYD in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.6M in Q1 2023. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Lido Advisors held 39,359 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.88M as of Q2 2026.
Lido Advisors sold 4,917 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $231K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #821 holding.
Lido Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and has held it in 21 quarters since.
Lido Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.6M in Q1 2023.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.