Lugano Financial Advisors SA (LFA)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$6.63K	Buy	+139	New	+$6.53K	﹤0.01%	262
2025 Q2	–	Sell	-760	Closed	-$33.6K	–	259
2025 Q1	$33.6K	Sell	760 -1,283	-63%	-$56.4K	0.02%	145
2024 Q4	$88.3K	Sell	2,043 -359	-15%	-$16.3K	0.06%	118
2024 Q3	$110K	Sell	2,402 -288	-11%	-$12.5K	0.07%	110
2024 Q2	$108K	Sell	2,690 -308	-10%	-$12.4K	0.08%	99
2024 Q1	$122K	Sell	2,998 -319	-10%	-$12.4K	0.09%	93
2023 Q4	$130K	Hold	3,317	–	–	0.1%	74
2023 Q3	$116K	Hold	3,317	–	–	0.1%	78
2023 Q2	$123K	Hold	3,317	–	–	0.08%	94
2023 Q1	$126K	Hold	3,317	–	–	0.1%	57
2022 Q4	$131K	Sell	3,317 -60	-2%	-$2.35K	0.1%	69
2022 Q3	$120K	Hold	3,377	–	–	0.09%	68
2022 Q2	$134K	Hold	3,377	–	–	0.09%	67
2022 Q1	$147K	Hold	3,377	–	–	0.1%	69
2021 Q4	$142K	Hold	3,377	–	–	0.08%	67
2021 Q3	$132K	Buy	3,377 +1,053	+45%	+$41.9K	0.09%	63
2021 Q2	$93K	Hold	2,324	–	–	0.06%	68
2021 Q1	$89K	Hold	2,324	–	–	0.06%	67
2020 Q4	$77K	Sell	2,324 -996	-30%	-$30.8K	0.06%	82
2020 Q3	$95K	Hold	3,320	–	–	0.09%	80
2020 Q2	$94K	Buy	+3,320	New	+$90.7K	0.1%	80

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 22.9% 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

Lugano Financial Advisors SA (LFA)'s SPYD Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 139 shares worth $6.63K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Lugano Financial Advisors SA (LFA) previously reported a position in SPYD as recently as Q1 2025.

Lugano Financial Advisors SA (LFA) first reported a position in SPYD in Q2 2020 and has held it in 21 quarters since. The position peaked at $147K in Q1 2022. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 139 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $6.63K as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #262 holding.
Lugano Financial Advisors SA (LFA) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2020 and has held it in 21 quarters since.
Lugano Financial Advisors SA (LFA)'s State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $147K in Q1 2022.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.