SXL
SPYD icon

Summit X LLC’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Summit X LLC’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
Q3 		– Sell
-5,251
Closed -$223K – 201
2025
Q2 		$223K Sell
5,251
-1,023
-16% -$43K 0.04% 234
2025
Q1 		$278K Buy
6,274
+786
+14% +$34.5K 0.06% 181
2024
Q4 		$237K Buy
+5,488
New +$249K 0.05% 196
2024
Q3 		– Sell
-5,401
Closed -$219K – 230
2024
Q2 		$219K Buy
+5,401
New +$217K 0.05% 220
2024
Q1 		– Sell
-12,631
Closed -$495K – 214
2023
Q4 		$495K Sell
12,631
-648
-5% -$23.3K 0.14% 113
2023
Q3 		$466K Sell
13,279
-1,453
-10% -$54.1K 0.15% 107
2023
Q2 		$546K Sell
14,732
-11,315
-43% -$418K 0.13% 153
2023
Q1 		$990K Sell
26,047
-11,440
-31% -$457K 0.26% 83
2022
Q4 		$1.5M Sell
37,487
-2,376
-6% -$92.9K 0.43% 50
2022
Q3 		$1.41M Buy
39,863
+2,373
+6% +$95.6K 0.42% 56
2022
Q2 		$1.5M Buy
37,490
+25,839
+222% +$1.11M 0.43% 50
2022
Q1 		$507K Buy
+11,651
New +$502K 0.12% 165

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit X LLC's SPYD Position: Q3 2025 in Review

Summit X LLC sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2025, closing a stake of 5,251 shares — an estimated $223K sold.

Summit X LLC first reported a position in SPYD in Q1 2022 and held it in 12 quarters. The position peaked at $1.5M in Q4 2022. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

  • Summit X LLC reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 5,251 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2025, an estimated $223K.
  • Summit X LLC first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and held it in 12 quarters.
  • Summit X LLC's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.5M in Q4 2022.
  • 451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.