Sage Advisory Services’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Sage Advisory Services’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	$476K	Buy	9,987 +176	+2%	+$8.27K	0.23%	37
2026 Q1	$447K	Sell	9,811 -736	-7%	-$33.8K	0.24%	36
2025 Q4	$456K	Buy	10,547 +46	+0.4%	+$1.99K	0.25%	39
2025 Q3	$462K	Buy	10,501 +88	+0.8%	+$3.86K	0.24%	39
2025 Q2	$442K	Buy	10,413 +511	+5%	+$21.5K	0.24%	40
2025 Q1	$438K	Buy	9,902 +340	+4%	+$14.9K	0.26%	37
2024 Q4	$413K	Buy	+9,562	New	+$434K	0.25%	39
2023 Q4	–	Sell	-444,725	Closed	-$15.6M	–	54
2023 Q3	$15.6M	Buy	444,725 +26,574	+6%	+$989K	4.36%	6
2023 Q2	$15.5M	Buy	418,151 +14,497	+4%	+$535K	4.52%	5
2023 Q1	$15.3M	Buy	403,654 +33,992	+9%	+$1.36M	4.35%	6
2022 Q4	$14.6M	Sell	369,662 -8,908	-2%	-$348K	4.28%	7
2022 Q3	$13.4M	Buy	378,570 +19,627	+5%	+$790K	4.18%	9
2022 Q2	$14.3M	Sell	358,943 -23,029	-6%	-$990K	4.1%	7
2022 Q1	$16.8M	Buy	381,972 +364,892	+2,136%	+$15.7M	4.23%	8
2021 Q4	$718K	Sell	17,080 -10,004	-37%	-$408K	0.18%	47
2021 Q3	$1.06M	Buy	27,084 +15,818	+140%	+$629K	0.28%	43
2021 Q2	$452K	Sell	11,266 -14,026	-55%	-$571K	0.12%	50
2021 Q1	$974K	Sell	25,292 -17,618	-41%	-$642K	0.24%	37
2020 Q4	$1.41M	Sell	42,910 -80,387	-65%	-$2.48M	0.37%	38
2020 Q3	$3.38M	Buy	123,297 +30,532	+33%	+$863K	1.11%	25
2020 Q2	$2.58M	Buy	92,765 +51,450	+125%	+$1.41M	0.81%	26
2020 Q1	$1.02M	Buy	+41,315	New	+$1.44M	0.39%	32

Other funds holding SPYD

AOI

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sage Advisory Services's SPYD Position: Q2 2026 in Review

Sage Advisory Services increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.8% in Q2 2026, buying an estimated $8.27K and bringing the position to 9,987 shares worth $476K. The position accounts for 0.23% of the portfolio, ranked #37.

Sage Advisory Services first reported a position in SPYD in Q1 2020 and has held it in 22 quarters since. The position peaked at $16.8M in Q1 2022. 206 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Sage Advisory Services held 9,987 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $476K as of Q2 2026.
Sage Advisory Services bought 176 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $8.27K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.23% of Sage Advisory Services's portfolio in Q2 2026, its #37 holding.
Sage Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2020 and has held it in 22 quarters since.
Sage Advisory Services's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $16.8M in Q1 2022.
206 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.