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

Realta 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 Q2	$548	Hold	11	–	–	﹤0.01%	363
2026 Q1	$517	Hold	11	–	–	﹤0.01%	351
2025 Q4	$486	Hold	11	–	–	﹤0.01%	333
2025 Q3	$488	Hold	11	–	–	﹤0.01%	322
2025 Q2	$466	Sell	11 -43	-80%	-$1.81K	﹤0.01%	295
2025 Q1	$2.4K	Buy	54 +43	+391%	+$1.89K	﹤0.01%	309
2024 Q4	$467	Sell	11 -1,042	-99%	-$47.3K	﹤0.01%	329
2024 Q3	$47.9K	Sell	1,053 -6,597	-86%	-$286K	0.02%	244
2024 Q2	$308K	Sell	7,650 -1,572	-17%	-$63.1K	0.06%	305
2024 Q1	$375K	Sell	9,222 -257	-3%	-$10K	0.08%	283
2023 Q4	$371K	Sell	9,479 -736	-7%	-$26.4K	0.08%	270
2023 Q3	$379K	Sell	10,215 -1,317	-11%	-$49K	0.09%	250
2023 Q2	$428K	Sell	11,532 -43,548	-79%	-$1.61M	0.09%	240
2023 Q1	$2.09M	Sell	55,080 -5,178	-9%	-$207K	0.51%	37
2022 Q4	$2.39M	Sell	60,258 -3,439	-5%	-$135K	0.58%	31
2022 Q3	$2.26M	Buy	63,697 +9,760	+18%	+$393K	0.59%	25
2022 Q2	$2.18M	Buy	53,937 +14,109	+35%	+$607K	0.54%	33
2022 Q1	$1.75M	Buy	39,828 +32,858	+471%	+$1.42M	0.35%	60
2021 Q4	$293K	Buy	+6,970	New	+$284K	0.06%	319
2020 Q1	–	Sell	-1,163	Closed	-$46K	–	1237
2019 Q4	$46K	Hold	1,163	–	–	0.01%	686
2019 Q3	$44K	Hold	1,163	–	–	0.01%	713
2019 Q2	$44K	Buy	1,163 +633	+119%	+$24K	0.01%	707
2019 Q1	$20K	Buy	+530	New	+$19.5K	0.01%	760

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 22.96% 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

Realta Investment Advisors's SPYD Position: Q2 2026 in Review

Realta Investment Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 11 shares worth $548. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Realta Investment Advisors first reported a position in SPYD in Q1 2019 and has held it in 23 quarters since. The position peaked at $2.39M in Q4 2022. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Realta Investment Advisors held 11 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $548 as of Q2 2026.
Realta Investment Advisors left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #363 holding.
Realta Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and has held it in 23 quarters since.
Realta Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.39M in Q4 2022.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.