Pursue Wealth Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Pursue Wealth Partners’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 Q4	–	Sell	-16,097	Closed	-$708K	–	116
2025 Q3	$708K	Hold	16,097	–	–	0.39%	55
2025 Q2	$683K	Hold	16,097	–	–	0.39%	56
2025 Q1	$712K	Hold	16,097	–	–	0.43%	55
2024 Q4	$696K	Hold	16,097	–	–	0.4%	57
2024 Q3	$735K	Hold	16,097	–	–	0.4%	48
2024 Q2	$648K	Buy	+16,097	New	+$646K	0.35%	52

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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

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

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

Pursue Wealth Partners's SPYD Position: Q4 2025 in Review

Pursue Wealth Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 16,097 shares — an estimated $708K sold.

Pursue Wealth Partners first reported a position in SPYD in Q2 2024 and held it in 6 quarters. The position peaked at $735K in Q3 2024. 473 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

Pursue Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Pursue Wealth Partners sold 16,097 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $708K.
Pursue Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2024 and held it in 6 quarters.
Pursue Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $735K in Q3 2024.
473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Pursue Wealth Partners's 13F filing for Q4 2025, filed 26 Jan 2026.