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Synergy Investment Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Synergy Investment Management’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 		$23.2K Hold
487
– – 0.01% 492
2026
Q1 		$22.2K Buy
+487
New +$22.4K 0.01% 387
2025
Q2 		– Sell
-773
Closed -$34.2K – 504
2025
Q1 		$34.2K Buy
773
+7
+0.9% +$308 0.01% 263
2024
Q4 		$33.1K Buy
+766
New +$34.7K 0.01% 275

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Synergy Investment Management's SPYD Position: Q2 2026 in Review

Synergy Investment Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 487 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #492.

Synergy Investment Management first reported a position in SPYD in Q4 2024 and has held it in 4 quarters since. The position peaked at $34.2K in Q1 2025. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Synergy Investment Management held 487 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $23.2K as of Q2 2026.
  • Synergy Investment Management 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 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #492 holding.
  • Synergy Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $34.2K in Q1 2025.
  • 524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.