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

Napatree Capital’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 Q1	$473K	Buy	10,677 +1,155	+12%	+$50.8K	0.27%	102
2024 Q4	$412K	Hold	9,522	–	–	0.24%	112
2024 Q3	$435K	Buy	9,522 +1,665	+21%	+$72.3K	0.3%	93
2024 Q2	$316K	Buy	+7,857	New	+$315K	0.26%	107

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

AOI

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

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

Napatree Capital's SPYD Position: Q1 2025 in Review

Napatree Capital increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 12% in Q1 2025, buying an estimated $50.8K and bringing the position to 10,677 shares worth $473K. The position accounts for 0.27% of the portfolio, ranked #102.

Napatree Capital first reported a position in SPYD in Q2 2024 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold SPYD as of Q1 2025.

Napatree Capital held 10,677 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $473K as of Q1 2025.
Napatree Capital bought 1,155 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2025, an estimated $50.8K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.27% of Napatree Capital's portfolio in Q1 2025, its #102 holding.
Napatree Capital first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2024 and has held it in 4 quarters since.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.