Tiller Private Wealth’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Tiller Private Wealth’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 Q2	–	Sell	-12,215	Closed	-$541K	–	61
2025 Q1	$541K	Sell	12,215 -4,185	-26%	-$184K	0.23%	26
2024 Q4	$709K	Sell	16,400 -880	-5%	-$39.9K	0.3%	19
2024 Q3	$789K	Sell	17,280 -15	-0.1%	-$651	0.33%	17
2024 Q2	$696K	Sell	17,295 -615	-3%	-$24.7K	0.31%	18
2024 Q1	$729K	Sell	17,910 -855	-5%	-$33.4K	0.33%	19
2023 Q4	$735K	Sell	18,765 -2,790	-13%	-$100K	0.37%	19
2023 Q3	$756K	Sell	21,555 -3,868	-15%	-$144K	0.41%	18
2023 Q2	$943K	Sell	25,423 -3,260	-11%	-$120K	0.51%	18
2023 Q1	$1.09M	Sell	28,683 -5,892	-17%	-$235K	0.61%	19
2022 Q4	$1.37M	Sell	34,575 -17,983	-34%	-$703K	0.81%	17
2022 Q3	$1.86M	Sell	52,558 -3,432	-6%	-$138K	1.2%	17
2022 Q2	$2.23M	Sell	55,990 -7,440	-12%	-$320K	1.37%	17
2022 Q1	$2.79M	Sell	63,430 -62,830	-50%	-$2.71M	1.61%	14
2021 Q4	$5.31M	Buy	126,260 +14,173	+13%	+$578K	3.35%	13
2021 Q3	$4.38M	Buy	112,087 +93,992	+519%	+$3.74M	3.31%	13
2021 Q2	$725K	Buy	+18,095	New	+$736K	0.77%	18

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AOI

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tiller Private Wealth's SPYD Position: Q2 2025 in Review

Tiller Private Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2025, closing a stake of 12,215 shares — an estimated $541K sold.

Tiller Private Wealth first reported a position in SPYD in Q2 2021 and held it in 16 quarters. The position peaked at $5.31M in Q4 2021. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

Tiller Private Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2025 after selling out during the quarter.
Tiller Private Wealth sold 12,215 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $541K.
Tiller Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and held it in 16 quarters.
Tiller Private Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $5.31M in Q4 2021.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Tiller Private Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.