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

Lifeworks 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
2025
Q4 		– Sell
-11,182
Closed -$492K – 346
2025
Q3 		$492K Buy
11,182
+492
+5% +$21.6K 0.07% 208
2025
Q2 		$454K Buy
+10,690
New +$449K 0.07% 207

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lifeworks Advisors's SPYD Position: Q4 2025 in Review

Lifeworks Advisors sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 11,182 shares — an estimated $492K sold.

Lifeworks Advisors first reported a position in SPYD in Q2 2025 and held it in 2 quarters. The position peaked at $492K in Q3 2025. 475 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

  • Lifeworks Advisors reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 11,182 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $492K.
  • Lifeworks Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2025 and held it in 2 quarters.
  • Lifeworks Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $492K 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 Lifeworks Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.