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SPYD icon

Sunbelt Securities’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Sunbelt Securities’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 		$234K Buy
5,130
+2,826
+123% +$130K 0.01% 592
2025
Q4 		$99.6K Buy
2,304
+1
+0% +$43 0.01% 822
2025
Q3 		$101K Buy
2,303
+381
+20% +$16.7K 0.01% 816
2025
Q2 		$83.1K Sell
1,922
-380
-17% -$16K 0.01% 813
2025
Q1 		$102K Buy
2,302
+380
+20% +$16.7K 0.01% 725
2024
Q4 		$82.7K Buy
1,922
+423
+28% +$19.2K 0.01% 814
2024
Q3 		$68.4K Buy
1,499
+3
+0.2% +$130 0.01% 863
2024
Q2 		$60.2K Buy
1,496
+3
+0.2% +$120 0.01% 858
2024
Q1 		$60.8K Buy
1,493
+2
+0.1% +$78 0.01% 832
2023
Q4 		$58.4K Buy
1,491
+3
+0.2% +$108 0.01% 779
2023
Q3 		$52.2K Buy
1,488
+3
+0.2% +$112 0.01% 788
2023
Q2 		$55.1K Buy
1,485
+3
+0.2% +$111 0.01% 771
2023
Q1 		$55.4K Buy
+1,482
New +$59.2K 0.01% 718

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sunbelt Securities's SPYD Position: Q1 2026 in Review

Sunbelt Securities increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 123% in Q1 2026, buying an estimated $130K and bringing the position to 5,130 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #592.

Sunbelt Securities first reported a position in SPYD in Q1 2023 and has held it in 13 quarters since. 503 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Sunbelt Securities held 5,130 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $234K as of Q1 2026.
  • Sunbelt Securities bought 2,826 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $130K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #592 holding.
  • Sunbelt Securities first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2023 and has held it in 13 quarters since.
  • 503 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.