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

SOA Wealth 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 		$11.4K Hold
250
– – ﹤0.01% 576
2025
Q4 		$10.8K Hold
250
– – ﹤0.01% 586
2025
Q3 		$11K Hold
250
– – ﹤0.01% 598
2025
Q2 		$10.6K Hold
250
– – ﹤0.01% 589
2025
Q1 		$11.1K Hold
250
– – ﹤0.01% 547
2024
Q4 		$10.8K Hold
250
– – ﹤0.01% 539
2024
Q3 		$11.4K Hold
250
– – ﹤0.01% 524
2024
Q2 		$10.1K Hold
250
– – ﹤0.01% 538
2024
Q1 		$10.2K Hold
250
– – ﹤0.01% 538
2023
Q4 		$9.8K Hold
250
– – ﹤0.01% 526
2023
Q3 		$8.77K Hold
250
– – ﹤0.01% 546
2023
Q2 		$9.27K Hold
250
– – ﹤0.01% 539
2023
Q1 		$9.5K Hold
250
– – ﹤0.01% 529
2022
Q4 		$9.89K Hold
250
– – ﹤0.01% 521
2022
Q3 		$8K Buy
+250
New +$10.1K ﹤0.01% 542

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return