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

Portland Financial 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 Q2	$205K	Buy	+4,304	New	+$202K	0.37%	86
2025 Q3	–	Sell	-5,494	Closed	-$233K	–	79
2025 Q2	$233K	Sell	5,494 -1,365	-20%	-$57.4K	0.56%	60
2025 Q1	$304K	Hold	6,859	–	–	0.78%	48
2024 Q4	$297K	Buy	+6,859	New	+$311K	0.8%	47

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Portland Financial Advisors's SPYD Position: Q2 2026 in Review

Portland Financial Advisors opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 4,304 shares worth $205K. The stake represents 0.37% of the portfolio and ranks #86 among its holdings. This is a return to the name: Portland Financial Advisors previously reported a position in SPYD as recently as Q2 2025.

Portland Financial Advisors first reported a position in SPYD in Q4 2024 and has held it in 4 quarters since. The position peaked at $304K in Q1 2025. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Portland Financial Advisors held 4,304 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $205K as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Portland Financial Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.37% of Portland Financial Advisors's portfolio in Q2 2026, its #86 holding.
Portland Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 4 quarters since.
Portland Financial Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $304K in Q1 2025.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.