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SPYD icon

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

McAdam LLC’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 		$2.76M Sell
57,883
-895
-2% -$42.1K 0.11% 90
2026
Q1 		$2.68M Buy
58,778
+6,698
+13% +$308K 0.12% 93
2025
Q4 		$2.25M Buy
52,080
+6,375
+14% +$276K 0.1% 95
2025
Q3 		$2.01M Buy
45,705
+1,400
+3% +$61.4K 0.1% 100
2025
Q2 		$1.88M Buy
44,305
+1,435
+3% +$60.3K 0.1% 101
2025
Q1 		$1.9M Sell
42,870
-956
-2% -$42K 0.12% 90
2024
Q4 		$1.9M Buy
43,826
+2,687
+7% +$122K 0.1% 100
2024
Q3 		$1.88M Buy
41,139
+3,429
+9% +$149K 0.11% 95
2024
Q2 		$1.52M Buy
37,710
+5,046
+15% +$202K 0.09% 96
2024
Q1 		$1.33M Buy
32,664
+2,743
+9% +$107K 0.09% 98
2023
Q4 		$1.17M Buy
29,921
+317
+1% +$11.4K 0.08% 101
2023
Q3 		$1.04M Buy
29,604
+3,556
+14% +$132K 0.09% 106
2023
Q2 		$966K Buy
26,048
+5,603
+27% +$207K 0.08% 111
2023
Q1 		$777K Buy
20,445
+13,105
+179% +$524K 0.07% 123
2022
Q4 		$309K Sell
7,340
-7,428
-50% -$291K 0.03% 144
2022
Q3 		$524K Buy
14,768
+539
+4% +$21.7K 0.06% 131
2022
Q2 		$568K Buy
14,229
+6,215
+78% +$267K 0.06% 127
2022
Q1 		$352K Buy
8,014
+674
+9% +$29K 0.03% 146
2021
Q4 		$309K Buy
+7,340
New +$299K 0.03% 144
2018
Q4 		– Sell
-391
Closed -$15K – 530
2018
Q3 		$15K Buy
391
+5
+1% +$190 0.01% 294
2018
Q2 		$14K Buy
386
+4
+1% +$146 0.01% 297
2018
Q1 		$14K Buy
+382
New +$14K 0.01% 295

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McAdam LLC's SPYD Position: Q2 2026 in Review

McAdam LLC reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.5% in Q2 2026, selling an estimated $42.1K and leaving 57,883 shares worth $2.76M. The position accounts for 0.11% of the portfolio, ranked #90.

McAdam LLC first reported a position in SPYD in Q1 2018 and has held it in 22 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • McAdam LLC held 57,883 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.76M as of Q2 2026.
  • McAdam LLC sold 895 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $42.1K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.11% of McAdam LLC's portfolio in Q2 2026, its #90 holding.
  • McAdam LLC first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2018 and has held it in 22 quarters since.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.