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

Lindbrook Capital’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 Q1	$683K	Sell	15,440 -475	-3%	-$20.9K	0.06%	176
2024 Q4	$688K	Buy	15,915 +1,913	+14%	+$86.8K	0.06%	179
2024 Q3	$639K	Buy	14,002 +75	+0.5%	+$3.26K	0.06%	189
2024 Q2	$560K	Sell	13,927 -135	-1%	-$5.42K	0.05%	191
2024 Q1	$572K	Sell	14,062 -1,050	-7%	-$41K	0.05%	196
2023 Q4	$592K	Sell	15,112 -660	-4%	-$23.7K	0.06%	173
2023 Q3	$553K	Sell	15,772 -4,855	-24%	-$181K	0.06%	169
2023 Q2	$765K	Sell	20,627 -2,240	-10%	-$82.7K	0.08%	145
2023 Q1	$869K	Sell	22,867 -1,200	-5%	-$48K	0.1%	122
2022 Q4	$953K	Hold	24,067	–	–	0.12%	123
2022 Q3	$854K	Hold	24,067	–	–	0.14%	90
2022 Q2	$961K	Hold	24,067	–	–	0.16%	86
2022 Q1	$1.06M	Buy	24,067 +7,265	+43%	+$313K	0.16%	87
2021 Q4	$707K	Buy	16,802 +16,799	+559,967%	+$685K	0.11%	121
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1990
2021 Q2	$0	Hold	3	–	–	﹤0.01%	1997
2021 Q1	$0	Hold	3	–	–	﹤0.01%	1938
2020 Q4	$0	Buy	+3	New	+$93	﹤0.01%	1866

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lindbrook Capital's SPYD Position: Q1 2025 in Review

Lindbrook Capital reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 3% in Q1 2025, selling an estimated $20.9K and leaving 15,440 shares worth $683K. The position accounts for 0.06% of the portfolio, ranked #176.

Lindbrook Capital first reported a position in SPYD in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.06M in Q1 2022. 461 funds tracked by Wall St. Rank hold SPYD as of Q1 2025.

Lindbrook Capital held 15,440 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $683K as of Q1 2025.
Lindbrook Capital sold 475 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2025, an estimated $20.9K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.06% of Lindbrook Capital's portfolio in Q1 2025, its #176 holding.
Lindbrook Capital first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 18 quarters since.
Lindbrook Capital's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.06M in Q1 2022.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.