Stokes Family Office’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Stokes Family Office’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	$859K	Hold	18,000	–	–	0.1%	139
2026 Q1	$819K	Hold	18,000	–	–	0.08%	143
2025 Q4	$779K	Buy	+18,000	New	+$780K	0.07%	154

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

Stokes Family Office's SPYD Position: Q2 2026 in Review

Stokes Family Office held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 18,000 shares worth $859K. The position accounts for 0.1% of the portfolio, ranked #139.

Stokes Family Office first reported a position in SPYD in Q4 2025 and has held it in 3 quarters since. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Stokes Family Office held 18,000 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $859K as of Q2 2026.
Stokes Family Office 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 0.1% of Stokes Family Office's portfolio in Q2 2026, its #139 holding.
Stokes Family Office first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
523 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.