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SPYD icon

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

NewEdge 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 		$5.91M Buy
123,795
+8,149
+7% +$383K 0.02% 705
2026
Q1 		$5.26M Buy
115,646
+2,435
+2% +$112K 0.02% 670
2025
Q4 		$4.9M Buy
113,211
+11,342
+11% +$491K 0.02% 664
2025
Q3 		$4.48M Buy
101,869
+1,057
+1% +$46.3K 0.02% 672
2025
Q2 		$4.28M Buy
100,812
+2,902
+3% +$122K 0.02% 629
2025
Q1 		$4.33M Buy
97,910
+2,812
+3% +$124K 0.03% 557
2024
Q4 		$4.11M Buy
95,098
+9,803
+11% +$445K 0.02% 568
2024
Q3 		$3.89M Buy
85,295
+2,025
+2% +$87.9K 0.03% 561
2024
Q2 		$3.35M Buy
83,270
+708
+0.9% +$28.4K 0.02% 565
2024
Q1 		$3.36M Sell
82,562
-11,165
-12% -$436K 0.03% 517
2023
Q4 		$3.66M Sell
93,727
-314
-0.3% -$11.3K 0.03% 444
2023
Q3 		$3.3M Buy
94,041
+2,405
+3% +$89.5K 0.04% 432
2023
Q2 		$3.4M Buy
91,636
+15,055
+20% +$556K 0.04% 418
2023
Q1 		$2.86M Sell
76,581
-30,971
-29% -$1.24M 0.04% 432
2022
Q4 		$2.52M Sell
107,552
-38,559
-26% -$1.51M 0.07% 291
2022
Q3 		$5.18M Buy
146,111
+1,334
+0.9% +$53.7K 0.09% 228
2022
Q2 		$5.78M Buy
144,777
+77,078
+114% +$3.31M 0.1% 211
2022
Q1 		$2.98M Sell
67,699
-26,548
-28% -$1.14M 0.05% 331
2021
Q4 		$3.96M Buy
94,247
+59,213
+169% +$2.42M 0.06% 296
2021
Q3 		$1.37M Sell
35,034
-1,533
-4% -$61K 0.03% 425
2021
Q2 		$1.47M Sell
36,567
-542
-1% -$22K 0.04% 390
2021
Q1 		$1.43M Sell
37,109
-1,334
-3% -$48.6K 0.04% 363
2020
Q4 		$1.27M Sell
38,443
-4,714
-11% -$146K 0.04% 360
2020
Q3 		$1.18M Buy
43,157
+2,510
+6% +$71K 0.04% 347
2020
Q2 		$1.13M Buy
40,647
+4,752
+13% +$130K 0.04% 330
2020
Q1 		$883K Buy
35,895
+16,379
+84% +$570K 0.04% 336
2019
Q4 		$770K Buy
19,516
+8,371
+75% +$323K 0.03% 413
2019
Q3 		$423K Buy
+11,145
New +$417K 0.02% 553

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

NewEdge Advisors's SPYD Position: Q2 2026 in Review

NewEdge Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 7% in Q2 2026, buying an estimated $383K and bringing the position to 123,795 shares worth $5.91M. The position accounts for 0.02% of the portfolio, ranked #705.

NewEdge Advisors first reported a position in SPYD in Q3 2019 and has held it in 28 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • NewEdge Advisors held 123,795 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $5.91M as of Q2 2026.
  • NewEdge Advisors bought 8,149 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $383K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #705 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2019 and has held it in 28 quarters since.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.