Moloney Securities Asset Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Moloney Securities Asset Management’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 Q3	$334K	Buy	7,583 +103	+1%	+$4.52K	0.04%	340
2025 Q2	$317K	Hold	7,480	–	–	0.04%	348
2025 Q1	$331K	Sell	7,480 -10	-0.1%	-$440	0.04%	339
2024 Q4	$324K	Sell	7,490 -150	-2%	-$6.8K	0.04%	332
2024 Q3	$349K	Buy	7,640 +135	+2%	+$5.86K	0.05%	333
2024 Q2	$302K	Sell	7,505 -37	-0.5%	-$1.48K	0.04%	347
2024 Q1	$307K	Hold	7,542	–	–	0.05%	340
2023 Q4	$296K	Hold	7,542	–	–	0.05%	339
2023 Q3	$264K	Sell	7,542 -230	-3%	-$8.56K	0.05%	334
2023 Q2	$288K	Sell	7,772 -50	-0.6%	-$1.85K	0.05%	321
2023 Q1	$297K	Buy	7,822 +37	+0.5%	+$1.48K	0.06%	322
2022 Q4	$308K	Buy	7,785 +130	+2%	+$5.08K	0.07%	283
2022 Q3	$272K	Sell	7,655 -293	-4%	-$11.8K	0.07%	283
2022 Q2	$317K	Hold	7,948	–	–	0.07%	261
2022 Q1	$349K	Buy	7,948 +412	+5%	+$17.7K	0.07%	268
2021 Q4	$317K	Hold	7,536	–	–	0.05%	312
2021 Q3	$295K	Hold	7,536	–	–	0.05%	323
2021 Q2	$302K	Sell	7,536 -20	-0.3%	-$814	0.06%	321
2021 Q1	$291K	Sell	7,556 -185	-2%	-$6.74K	0.06%	313
2020 Q4	$255K	Sell	7,741 -12,405	-62%	-$383K	0.06%	320
2020 Q3	$552K	Buy	20,146 +5,643	+39%	+$160K	0.15%	156
2020 Q2	$404K	Buy	14,503 +2,871	+25%	+$78.4K	0.12%	177
2020 Q1	$286K	Buy	11,632 +3,617	+45%	+$126K	0.1%	200
2019 Q4	$316K	Buy	8,015 +1,374	+21%	+$53K	0.1%	247
2019 Q3	$252K	Sell	6,641 -1,799	-21%	-$67.3K	0.08%	261
2019 Q2	$321K	Sell	8,440 -39	-0.5%	-$1.48K	0.11%	209
2019 Q1	$321K	Buy	+8,479	New	+$313K	0.11%	210

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $4.4B AUM 74.25% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Moloney Securities Asset Management's SPYD Position: Q3 2025 in Review

Moloney Securities Asset Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.4% in Q3 2025, buying an estimated $4.52K and bringing the position to 7,583 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #340.

Moloney Securities Asset Management first reported a position in SPYD in Q1 2019 and has held it in 27 quarters since. The position peaked at $552K in Q3 2020. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

Moloney Securities Asset Management held 7,583 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $334K as of Q3 2025.
Moloney Securities Asset Management bought 103 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2025, an estimated $4.52K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #340 holding.
Moloney Securities Asset Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and has held it in 27 quarters since.
Moloney Securities Asset Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $552K in Q3 2020.
451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.