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Richards, Merrill & Peterson’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-220
Closed -$9.74K – 440
2025
Q1 		$9.74K Hold
220
– – 0.01% 400
2024
Q4 		$9.51K Buy
+220
New +$9.98K 0.01% 382

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Richards, Merrill & Peterson's SPYD Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2025, closing a stake of 220 shares — an estimated $9.74K sold.

Richards, Merrill & Peterson first reported a position in SPYD in Q4 2024 and held it in 2 quarters. The position peaked at $9.74K in Q1 2025. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 220 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $9.74K.
  • Richards, Merrill & Peterson first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $9.74K in Q1 2025.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.