Smallwood Wealth Investment Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Smallwood Wealth Investment Management’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 Q4	–	Sell	-188	Closed	-$8.27K	–	541
2025 Q3	$8.27K	Hold	188	–	–	﹤0.01%	326
2025 Q2	$7.98K	Hold	188	–	–	﹤0.01%	331
2025 Q1	$8.32K	Buy	+188	New	+$8.26K	0.01%	323

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smallwood Wealth Investment Management's SPYD Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 188 shares — an estimated $8.27K sold.

Smallwood Wealth Investment Management first reported a position in SPYD in Q1 2025 and held it in 3 quarters. The position peaked at $8.32K in Q1 2025. 473 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

Smallwood Wealth Investment Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
Smallwood Wealth Investment Management sold 188 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $8.27K.
Smallwood Wealth Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and held it in 3 quarters.
Smallwood Wealth Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $8.32K in Q1 2025.
473 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.