Systematic Alpha Investments’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Systematic Alpha Investments’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	$7.04M	Hold	147,601	–	–	0.19%	61
2026 Q1	$6.72M	Hold	147,601	–	–	0.24%	58
2025 Q4	$6.38M	Hold	147,601	–	–	0.2%	59
2025 Q3	$6.49M	Hold	147,601	–	–	0.21%	60
2025 Q2	$6.26M	Hold	147,601	–	–	0.22%	59
2025 Q1	$6.53M	Hold	147,601	–	–	0.25%	57
2024 Q4	$6.38M	Hold	147,601	–	–	0.24%	58
2024 Q3	$6.74M	Hold	147,601	–	–	0.25%	57
2024 Q2	$5.94M	Hold	147,601	–	–	0.23%	58
2024 Q1	$6.01M	Hold	147,601	–	–	0.24%	59
2023 Q4	$5.78M	Hold	147,601	–	–	0.26%	59
2023 Q3	$5.18M	Hold	147,601	–	–	0.26%	60
2023 Q2	$5.47M	Hold	147,601	–	–	0.27%	58
2023 Q1	$5.61M	Hold	147,601	–	–	0.29%	56
2022 Q4	$5.84M	Hold	147,601	–	–	0.3%	53
2022 Q3	$5.24M	Hold	147,601	–	–	0.32%	53
2022 Q2	$5.89M	Hold	147,601	–	–	0.33%	53
2022 Q1	$6.49M	Hold	147,601	–	–	0.32%	54
2021 Q4	$6.21M	Hold	147,601	–	–	0.29%	62
2021 Q3	$5.95M	Buy	+147,601	New	+$5.87M	0.26%	61

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

Systematic Alpha Investments's SPYD Position: Q2 2026 in Review

Systematic Alpha Investments held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 147,601 shares worth $7.04M. The position accounts for 0.19% of the portfolio, ranked #61.

Systematic Alpha Investments first reported a position in SPYD in Q3 2021 and has held it in 20 quarters since. 523 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Systematic Alpha Investments held 147,601 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $7.04M as of Q2 2026.
Systematic Alpha Investments 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 0.19% of Systematic Alpha Investments's portfolio in Q2 2026, its #61 holding.
Systematic Alpha Investments first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and has held it in 20 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 Systematic Alpha Investments's 13F filing for Q2 2026, filed 13 Aug 2026.