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

Orion Portfolio Solutions’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
Q1 		$209K Sell
4,720
-1,033
-18% -$45.4K ﹤0.01% 1789
2024
Q4 		$249K Buy
+5,753
New +$261K ﹤0.01% 1646
2024
Q1 		– Sell
-10,729
Closed -$426K – 1750
2023
Q4 		$426K Sell
10,729
-4,519
-30% -$162K 0.01% 1271
2023
Q3 		$535K Buy
15,248
+282
+2% +$10.5K 0.01% 1179
2023
Q2 		$555K Sell
14,966
-730
-5% -$27K 0.01% 1177
2023
Q1 		$596K Buy
15,696
+259
+2% +$10.3K 0.01% 1079
2022
Q4 		$611K Buy
15,437
+112
+0.7% +$4.38K 0.02% 438
2022
Q3 		$544K Buy
15,325
+1,057
+7% +$42.6K 0.02% 401
2022
Q2 		$569K Buy
14,268
+26
+0.2% +$1.12K 0.02% 368
2022
Q1 		$626K Sell
14,242
-1,854
-12% -$79.9K 0.02% 370
2021
Q4 		$677K Buy
16,096
+318
+2% +$13K 0.02% 354
2021
Q3 		$617K Sell
15,778
-4,138
-21% -$165K 0.02% 345
2021
Q2 		$798K Sell
19,916
-7,990
-29% -$325K 0.03% 266
2021
Q1 		$1.07M Sell
27,906
-167
-0.6% -$6.08K 0.05% 193
2020
Q4 		$925K Buy
28,073
+9,203
+49% +$284K 0.04% 212
2020
Q3 		$517K Sell
18,870
-422
-2% -$11.9K 0.03% 259
2020
Q2 		$537K Buy
19,292
+13,227
+218% +$361K 0.03% 229
2020
Q1 		$149K Buy
+6,065
New +$211K 0.01% 374

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Orion Portfolio Solutions's SPYD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 18% in Q1 2025, selling an estimated $45.4K and leaving 4,720 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Orion Portfolio Solutions first reported a position in SPYD in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.07M in Q1 2021. 461 funds tracked by Wall St. Rank hold SPYD as of Q1 2025.

  • Orion Portfolio Solutions held 4,720 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $209K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,033 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2025, an estimated $45.4K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1789 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2020 and has held it in 18 quarters since.
  • Orion Portfolio Solutions's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.07M in Q1 2021.
  • 461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.