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

Sage Mountain 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	$3.86K	Hold	81	–	–	﹤0.01%	296
2026 Q1	$3.68K	Hold	81	–	–	﹤0.01%	277
2025 Q4	$3.5K	Sell	81 -135	-63%	-$5.85K	﹤0.01%	557
2025 Q3	$9.5K	Hold	216	–	–	﹤0.01%	542
2025 Q2	$9.16K	Hold	216	–	–	﹤0.01%	487
2025 Q1	$9.56K	Hold	216	–	–	﹤0.01%	478
2024 Q4	$9.34K	Hold	216	–	–	﹤0.01%	465
2024 Q3	$9.86K	Hold	216	–	–	﹤0.01%	473
2024 Q2	$8.69K	Hold	216	–	–	﹤0.01%	413
2024 Q1	$8.79K	Sell	216 -710	-77%	-$27.7K	﹤0.01%	393
2023 Q4	$36.3K	Buy	926 +845	+1,043%	+$30.3K	﹤0.01%	314
2023 Q3	$2.84K	Hold	81	–	–	﹤0.01%	347
2023 Q2	$3K	Hold	81	–	–	﹤0.01%	341
2023 Q1	$3.08K	Hold	81	–	–	﹤0.01%	325
2022 Q4	$3.2K	Sell	81 -10,450	-99%	-$409K	﹤0.01%	281
2022 Q3	$374K	Sell	10,531 -5,228	-33%	-$211K	0.1%	91
2022 Q2	$629K	Buy	15,759 +3,441	+28%	+$148K	0.11%	175
2022 Q1	$541K	Sell	12,318 -24,931	-67%	-$1.07M	0.08%	246
2021 Q4	$1.57M	Buy	37,249 +23,031	+162%	+$940K	0.19%	80
2021 Q3	$556K	Buy	14,218 +351	+3%	+$14K	0.08%	233
2021 Q2	$556K	Buy	13,867 +11,967	+630%	+$487K	0.09%	211
2021 Q1	$73K	Buy	+1,900	New	+$69.2K	0.02%	388

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

Sage Mountain Advisors's SPYD Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 81 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Sage Mountain Advisors first reported a position in SPYD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.57M in Q4 2021. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Sage Mountain Advisors held 81 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.86K as of Q2 2026.
Sage Mountain 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 Sage Mountain Advisors's portfolio in Q2 2026, its #296 holding.
Sage Mountain Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2021 and has held it in 22 quarters since.
Sage Mountain Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.57M in Q4 2021.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.