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

Panoramic 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
2026 Q1	$218K	Buy	4,791 +33	+0.7%	+$1.52K	0.12%	118
2025 Q4	$206K	Buy	4,758 +41	+0.9%	+$1.78K	0.11%	122
2025 Q3	$208K	Buy	+4,717	New	+$207K	0.12%	120
2025 Q2	–	Sell	-4,543	Closed	-$201K	–	126
2025 Q1	$201K	Buy	+4,543	New	+$200K	0.14%	112
2024 Q4	–	Sell	-4,475	Closed	-$204K	–	125
2024 Q3	$204K	Buy	+4,475	New	+$194K	0.14%	114
2022 Q4	$337K	Buy	+8,523	New	+$333K	0.35%	66

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

Panoramic Investment Advisors's SPYD Position: Q1 2026 in Review

Panoramic Investment Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.69% in Q1 2026, buying an estimated $1.52K and bringing the position to 4,791 shares worth $218K. The position accounts for 0.12% of the portfolio, ranked #118.

Panoramic Investment Advisors first reported a position in SPYD in Q4 2022 and has held it in 6 quarters since. The position peaked at $337K in Q4 2022. 498 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Panoramic Investment Advisors held 4,791 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $218K as of Q1 2026.
Panoramic Investment Advisors bought 33 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $1.52K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.12% of Panoramic Investment Advisors's portfolio in Q1 2026, its #118 holding.
Panoramic Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 6 quarters since.
Panoramic Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $337K in Q4 2022.
498 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.