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

NewSquare 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
2026 Q2	–	Sell	-6,924	Closed	-$315K	–	248
2026 Q1	$315K	Sell	6,924 -298	-4%	-$13.7K	0.03%	180
2025 Q4	$312K	Hold	7,222	–	–	0.03%	167
2025 Q3	$318K	Hold	7,222	–	–	0.02%	172
2025 Q2	$307K	Sell	7,222 -95	-1%	-$3.99K	0.02%	166
2025 Q1	$324K	Sell	7,317 -2,089	-22%	-$91.8K	0.03%	159
2024 Q4	$407K	Sell	9,406 -1,529	-14%	-$69.4K	0.03%	154
2024 Q3	$499K	Buy	+10,935	New	+$475K	0.04%	144

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

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 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

FCAS

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

NewSquare Capital's SPYD Position: Q2 2026 in Review

NewSquare Capital sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 6,924 shares — an estimated $315K sold.

NewSquare Capital first reported a position in SPYD in Q3 2024 and held it in 7 quarters. The position peaked at $499K in Q3 2024. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

NewSquare Capital reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
NewSquare Capital sold 6,924 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $315K.
NewSquare Capital first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and held it in 7 quarters.
NewSquare Capital's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $499K in Q3 2024.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.