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

Rollins 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 Q1	$407K	Sell	8,949 -2,493	-22%	-$115K	0.06%	116
2025 Q4	$495K	Sell	11,442 -11,515	-50%	-$499K	0.07%	96
2025 Q3	$1.01M	Sell	22,957 -16,498	-42%	-$723K	0.15%	63
2025 Q2	$1.67M	Sell	39,455 -5,072	-11%	-$213K	0.27%	50
2025 Q1	$1.97M	Buy	44,527 +13,929	+46%	+$612K	0.34%	43
2024 Q4	$1.32M	Buy	30,598 +25,074	+454%	+$1.14M	0.21%	52
2024 Q3	$252K	Buy	+5,524	New	+$240K	0.04%	114

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 $3.65B AUM 41.88% 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

Rollins Financial Advisors's SPYD Position: Q1 2026 in Review

Rollins Financial Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 22% in Q1 2026, selling an estimated $115K and leaving 8,949 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #116.

Rollins Financial Advisors first reported a position in SPYD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q1 2025. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Rollins Financial Advisors held 8,949 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $407K as of Q1 2026.
Rollins Financial Advisors sold 2,493 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $115K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.06% of Rollins Financial Advisors's portfolio in Q1 2026, its #116 holding.
Rollins Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and has held it in 7 quarters since.
Rollins Financial Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.97M in Q1 2025.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.