Thrive Capital Management (Pennsylvania)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$2.12M	Buy	46,469 +11,134	+32%	+$512K	0.46%	84
2025 Q4	$1.53M	Buy	35,335 +1,971	+6%	+$85.4K	0.34%	89
2025 Q3	$1.47M	Sell	33,364 -2,794	-8%	-$123K	0.38%	89
2025 Q2	$1.53M	Buy	+36,158	New	+$1.52M	0.48%	89
2025 Q1	–	Sell	-38,458	Closed	-$1.66M	–	135
2024 Q4	$1.66M	Buy	38,458 +14,283	+59%	+$648K	0.76%	58
2024 Q3	$1.1M	Buy	24,175 +7,146	+42%	+$310K	0.52%	69
2024 Q2	$685K	Buy	+17,029	New	+$683K	0.31%	93
2024 Q1	–	Sell	-7,918	Closed	-$310K	–	196
2023 Q4	$310K	Buy	7,918 +153	+2%	+$5.5K	0.17%	95
2023 Q3	$272K	Sell	7,765 -181	-2%	-$6.74K	0.15%	105
2023 Q2	$295K	Sell	7,946 -325	-4%	-$12K	0.17%	98
2023 Q1	$309K	Sell	8,271 -52	-0.6%	-$2.08K	0.2%	87
2022 Q4	$329K	Sell	8,323 -123	-1%	-$4.81K	0.22%	81
2022 Q3	$300K	Sell	8,446 -1,721	-17%	-$69.3K	0.2%	83
2022 Q2	$406K	Sell	10,167 -149	-1%	-$6.41K	0.28%	57
2022 Q1	$453K	Sell	10,316 -2,594	-20%	-$112K	0.27%	53
2021 Q4	$543K	Sell	12,910 -5,847	-31%	-$239K	0.35%	61
2021 Q3	$734K	Sell	18,757 -240	-1%	-$9.55K	0.54%	53
2021 Q2	$762K	Sell	18,997 -1,481	-7%	-$60.2K	0.59%	53
2021 Q1	$788K	Sell	20,478 -2,489	-11%	-$90.7K	0.74%	39
2020 Q4	$757K	Buy	+22,967	New	+$709K	0.81%	29

Other funds holding SPYD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s SPYD Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 32% in Q1 2026, buying an estimated $512K and bringing the position to 46,469 shares worth $2.12M. The position accounts for 0.46% of the portfolio, ranked #84.

Thrive Capital Management (Pennsylvania) first reported a position in SPYD in Q4 2020 and has held it in 20 quarters since. 498 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Thrive Capital Management (Pennsylvania) held 46,469 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.12M as of Q1 2026.
Thrive Capital Management (Pennsylvania) bought 11,134 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $512K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.46% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #84 holding.
Thrive Capital Management (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 20 quarters since.
498 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.