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 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NewSquare Capital's SPYD Position: Q1 2026 in Review

NewSquare Capital reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 4.1% in Q1 2026, selling an estimated $13.7K and leaving 6,924 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #180.

NewSquare Capital first reported a position in SPYD in Q3 2024 and has held it in 7 quarters since. The position peaked at $499K in Q3 2024. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

NewSquare Capital held 6,924 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $315K as of Q1 2026.
NewSquare Capital sold 298 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $13.7K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of NewSquare Capital's portfolio in Q1 2026, its #180 holding.
NewSquare Capital first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and has held it in 7 quarters since.
NewSquare Capital's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $499K in Q3 2024.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.