MA
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Mutual Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Mutual Advisors’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
Q1 		$342K Sell
7,505
-390
-5% -$17.9K 0.01% 1063
2025
Q4 		$341K Sell
7,895
-25
-0.3% -$1.08K 0.01% 1032
2025
Q3 		$347K Sell
7,920
-522
-6% -$22.9K 0.01% 1009
2025
Q2 		$372K Sell
8,442
-5,035
-37% -$212K 0.01% 909
2025
Q1 		$560K Sell
13,477
-519
-4% -$22.8K 0.02% 666
2024
Q4 		$612K Sell
13,996
-332
-2% -$15.1K 0.02% 637
2024
Q3 		$655K Sell
14,328
-410
-3% -$17.8K 0.02% 617
2024
Q2 		$633K Sell
14,738
-2,173
-13% -$87.2K 0.02% 625
2024
Q1 		$688K Buy
16,911
+376
+2% +$14.7K 0.02% 594
2023
Q4 		$648K Sell
16,535
-2,952
-15% -$106K 0.02% 584
2023
Q3 		$683K Sell
19,487
-708
-4% -$26.3K 0.03% 521
2023
Q2 		$749K Sell
20,195
-693
-3% -$25.6K 0.03% 520
2023
Q1 		$794K Buy
20,888
+241
+1% +$9.63K 0.03% 495
2022
Q4 		$817K Sell
20,647
-1,403
-6% -$54.9K 0.04% 468
2022
Q3 		$782K Buy
22,050
+262
+1% +$10.6K 0.04% 438
2022
Q2 		$870K Sell
21,788
-880
-4% -$37.8K 0.06% 376
2022
Q1 		$996K Buy
22,668
+578
+3% +$24.9K 0.06% 380
2021
Q4 		$929K Sell
22,090
-625
-3% -$25.5K 0.05% 408
2021
Q3 		$889K Sell
22,715
-380
-2% -$15.1K 0.05% 388
2021
Q2 		$926K Buy
23,095
+42
+0.2% +$1.71K 0.05% 370
2021
Q1 		$888K Sell
23,053
-7,815
-25% -$285K 0.06% 346
2020
Q4 		$1.02M Sell
30,868
-8,880
-22% -$274K 0.08% 303
2020
Q3 		$1.09M Sell
39,748
-2,600
-6% -$73.5K 0.09% 230
2020
Q2 		$1.18M Sell
42,348
-10,573
-20% -$289K 0.12% 190
2020
Q1 		$1.3M Buy
52,921
+16,943
+47% +$590K 0.18% 150
2019
Q4 		$1.42M Buy
35,978
+9,982
+38% +$385K 0.15% 166
2019
Q3 		$987K Buy
25,996
+10,603
+69% +$397K 0.13% 194
2019
Q2 		$586K Buy
+15,393
New +$583K 0.08% 294

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mutual Advisors's SPYD Position: Q1 2026 in Review

Mutual Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 4.9% in Q1 2026, selling an estimated $17.9K and leaving 7,505 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1063.

Mutual Advisors first reported a position in SPYD in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.42M in Q4 2019. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Mutual Advisors held 7,505 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $342K as of Q1 2026.
  • Mutual Advisors sold 390 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $17.9K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1063 holding.
  • Mutual Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2019 and has held it in 28 quarters since.
  • Mutual Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.42M in Q4 2019.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.