Optivise Advisory Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Optivise Advisory Services’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	–	Sell	-7,220	Closed	-$306K	–	241
2025 Q2	$306K	Sell	7,220 -689	-9%	-$29K	0.16%	134
2025 Q1	$350K	Sell	7,909 -2,782	-26%	-$122K	0.2%	110
2024 Q4	$462K	Buy	+10,691	New	+$485K	0.25%	93

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Optivise Advisory Services's SPYD Position: Q3 2025 in Review

Optivise Advisory Services sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2025, closing a stake of 7,220 shares — an estimated $306K sold.

Optivise Advisory Services first reported a position in SPYD in Q4 2024 and held it in 3 quarters. The position peaked at $462K in Q4 2024. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

Optivise Advisory Services reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 7,220 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2025, an estimated $306K.
Optivise Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and held it in 3 quarters.
Optivise Advisory Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $462K in Q4 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 Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.