OIA
SPYD icon

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

Optimum Investment 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
2025
Q3 		$116K Hold
2,639
– – 0.05% 243
2025
Q2 		$112K Hold
2,639
– – 0.05% 236
2025
Q1 		$117K Sell
2,639
-2,700
-51% -$119K 0.06% 221
2024
Q4 		$231K Hold
5,339
– – 0.1% 159
2024
Q3 		$244K Sell
5,339
-300
-5% -$13K 0.11% 170
2024
Q2 		$227K Sell
5,639
-2,040
-27% -$81.8K 0.1% 173
2024
Q1 		$313K Sell
7,679
-288
-4% -$11.2K 0.14% 149
2023
Q4 		$312K Hold
7,967
– – 0.16% 139
2023
Q3 		$279K Hold
7,967
– – 0.14% 150
2023
Q2 		$295K Buy
7,967
+2,202
+38% +$81.3K 0.14% 144
2023
Q1 		$219K Buy
5,765
+1,000
+21% +$40K 0.11% 168
2022
Q4 		$189K Hold
4,765
– – 0.1% 189
2022
Q3 		$169K Hold
4,765
– – 0.09% 200
2022
Q2 		$190K Hold
4,765
– – 0.1% 189
2022
Q1 		$209K Buy
4,765
+3
+0.1% +$129 0.09% 201
2021
Q4 		$200K Hold
4,762
– – 0.08% 222
2021
Q3 		$186K Buy
4,762
+1,010
+27% +$40.2K 0.08% 229
2021
Q2 		$150K Buy
3,752
+1,010
+37% +$41.1K 0.05% 318
2021
Q1 		$106K Buy
2,742
+1,642
+149% +$59.8K 0.03% 359
2020
Q4 		$36K Buy
+1,100
New +$34K 0.01% 535

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optimum Investment Advisors's SPYD Position: Q3 2025 in Review

Optimum Investment Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q3 2025 at 2,639 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #243.

Optimum Investment Advisors first reported a position in SPYD in Q4 2020 and has held it in 20 quarters since. The position peaked at $313K in Q1 2024. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

  • Optimum Investment Advisors held 2,639 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $116K as of Q3 2025.
  • Optimum Investment Advisors left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #243 holding.
  • Optimum Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 20 quarters since.
  • Optimum Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $313K in Q1 2024.
  • 451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.