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
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

MYLI

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

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

AOI

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s SPYD Position: Q2 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2025, closing a stake of 760 shares — an estimated $33.6K sold.

Lugano Financial Advisors SA (LFA) first reported a position in SPYD in Q2 2020 and held it in 20 quarters. The position peaked at $147K in Q1 2022. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

Lugano Financial Advisors SA (LFA) reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2025 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 760 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $33.6K.
Lugano Financial Advisors SA (LFA) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2020 and held it in 20 quarters.
Lugano Financial Advisors SA (LFA)'s State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $147K in Q1 2022.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2025, filed 7 Aug 2025.