Steward Partners Investment Advisory’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Steward Partners Investment Advisory’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	$1.27M	Sell	26,516 -9,483	-26%	-$446K	0.01%	1146
2026 Q1	$1.64M	Buy	35,999 +378	+1%	+$17.4K	0.01%	936
2025 Q4	$1.54M	Buy	35,621 +2,995	+9%	+$130K	0.01%	886
2025 Q3	$1.44M	Sell	32,626 -2,393	-7%	-$105K	0.01%	905
2025 Q2	$1.49M	Sell	35,019 -225	-0.6%	-$9.46K	0.01%	822
2025 Q1	$1.56M	Buy	35,244 +3,532	+11%	+$155K	0.01%	749
2024 Q4	$1.37M	Sell	31,712 -269	-0.8%	-$12.2K	0.01%	760
2024 Q3	$1.46M	Buy	31,981 +1,904	+6%	+$82.7K	0.01%	733
2024 Q2	$1.21M	Sell	30,077 -5	-0%	-$201	0.01%	753
2024 Q1	$1.22M	Sell	30,082 -2,376	-7%	-$92.7K	0.01%	726
2023 Q4	$1.27M	Sell	32,458 -2,389	-7%	-$85.8K	0.02%	652
2023 Q3	$1.22M	Sell	34,847 -1,960	-5%	-$72.9K	0.02%	608
2023 Q2	$1.36M	Sell	36,807 -9,124	-20%	-$337K	0.02%	597
2023 Q1	$1.75M	Sell	45,931 -13,618	-23%	-$544K	0.03%	502
2022 Q4	$2.36M	Sell	59,549 -1,843	-3%	-$72.1K	0.04%	416
2022 Q3	$2.18M	Sell	61,392 -19,305	-24%	-$777K	0.04%	406
2022 Q2	$3.22M	Buy	80,697 +4,799	+6%	+$206K	0.06%	318
2022 Q1	$3.34M	Buy	75,898 +37,846	+99%	+$1.63M	0.05%	349
2021 Q4	$1.6M	Buy	38,052 +9,239	+32%	+$377K	0.02%	558
2021 Q3	$1.13M	Buy	28,813 +10,857	+60%	+$432K	0.02%	621
2021 Q2	$720K	Buy	17,956 +5,309	+42%	+$216K	0.01%	797
2021 Q1	$487K	Buy	12,647 +12,147	+2,429%	+$443K	0.01%	903
2020 Q4	$16K	Sell	500 -1,800	-78%	-$55.6K	﹤0.01%	2140
2020 Q3	$63K	Hold	2,300	–	–	﹤0.01%	1396
2020 Q2	$64K	Sell	2,300 -200	-8%	-$5.46K	﹤0.01%	1312
2020 Q1	$61K	Buy	2,500 +2,250	+900%	+$78.3K	﹤0.01%	1196
2019 Q4	$9K	Hold	250	–	–	﹤0.01%	2067
2019 Q3	$9K	Hold	250	–	–	﹤0.01%	2057
2019 Q2	$9K	Buy	+250	New	+$9.47K	﹤0.01%	2039

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 22.9% 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

Steward Partners Investment Advisory's SPYD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 26% in Q2 2026, selling an estimated $446K and leaving 26,516 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1146.

Steward Partners Investment Advisory first reported a position in SPYD in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.34M in Q1 2022. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Steward Partners Investment Advisory held 26,516 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.27M as of Q2 2026.
Steward Partners Investment Advisory sold 9,483 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $446K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1146 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.34M in Q1 2022.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.