New England Capital Financial Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

New England Capital Financial 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 Q2	$44.4K	Hold	931	–	–	0.01%	139
2026 Q1	$42.4K	Hold	931	–	–	0.01%	140
2025 Q4	$40.2K	Hold	931	–	–	0.02%	146
2025 Q3	$40.9K	Hold	931	–	–	0.02%	139
2025 Q2	$39.5K	Hold	931	–	–	0.02%	132
2025 Q1	$41.2K	Hold	931	–	–	0.02%	123
2024 Q4	$40.2K	Hold	931	–	–	0.02%	124
2024 Q3	$42.5K	Hold	931	–	–	0.02%	122
2024 Q2	$37.4K	Hold	931	–	–	0.02%	130
2024 Q1	$37.9K	Hold	931	–	–	0.02%	125
2023 Q4	$36.5K	Hold	931	–	–	0.02%	129
2023 Q3	$32.6K	Hold	931	–	–	0.02%	130
2023 Q2	$34.5K	Hold	931	–	–	0.02%	134
2023 Q1	$35.4K	Hold	931	–	–	0.03%	143
2022 Q4	$38.2K	Buy	+931	New	+$36.4K	0.03%	139

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

New England Capital Financial Advisors's SPYD Position: Q2 2026 in Review

New England Capital Financial Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 931 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #139.

New England Capital Financial Advisors first reported a position in SPYD in Q4 2022 and has held it in 15 quarters since. 525 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

New England Capital Financial Advisors held 931 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $44.4K as of Q2 2026.
New England Capital Financial Advisors left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #139 holding.
New England Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 15 quarters since.
525 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.