Tobias Financial Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Tobias Financial Advisors’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	$1.55M	Sell	32,479 -547	-2%	-$25.7K	0.2%	56
2026 Q1	$1.5M	Sell	33,026 -1,129	-3%	-$51.9K	0.21%	56
2025 Q4	$1.48M	Sell	34,155 -890	-3%	-$38.5K	0.21%	58
2025 Q3	$1.54M	Sell	35,045 -572	-2%	-$25.1K	0.23%	55
2025 Q2	$1.51M	Sell	35,617 -1,248	-3%	-$52.4K	0.26%	55
2025 Q1	$1.63M	Sell	36,865 -3,450	-9%	-$152K	0.32%	44
2024 Q4	$1.74M	Sell	40,315 -1,845	-4%	-$83.7K	0.35%	42
2024 Q3	$1.92M	Sell	42,160 -1,177	-3%	-$51.1K	0.39%	38
2024 Q2	$1.74M	Sell	43,337 -1,985	-4%	-$79.6K	0.38%	39
2024 Q1	$1.85M	Sell	45,322 -1,213	-3%	-$47.3K	0.42%	40
2023 Q4	$1.82M	Sell	46,535 -6,243	-12%	-$224K	0.44%	37
2023 Q3	$1.85M	Sell	52,778 -3,269	-6%	-$122K	0.49%	41
2023 Q2	$2.08M	Sell	56,047 -7,811	-12%	-$288K	0.56%	37
2023 Q1	$2.43M	Sell	63,858 -12,279	-16%	-$491K	0.71%	34
2022 Q4	$3.01M	Buy	76,137 +6,334	+9%	+$248K	0.99%	30
2022 Q3	$2.48M	Sell	69,803 -4,616	-6%	-$186K	0.87%	28
2022 Q2	$2.97M	Buy	74,419 +22,680	+44%	+$975K	1%	26
2022 Q1	$2.27M	Buy	+51,739	New	+$2.23M	0.78%	28
2021 Q4	–	Sell	-51,907	Closed	-$2.03M	–	111
2021 Q3	$2.03M	Buy	51,907 +911	+2%	+$36.2K	0.76%	27
2021 Q2	$2.04M	Sell	50,996 -1,381	-3%	-$56.2K	0.81%	26
2021 Q1	$2.02M	Buy	52,377 +147	+0.3%	+$5.36K	0.86%	26
2020 Q4	$1.72M	Buy	52,230 +115	+0.2%	+$3.55K	0.79%	29
2020 Q3	$1.43M	Sell	52,115 -1,965	-4%	-$55.5K	0.78%	29
2020 Q2	$1.51M	Buy	54,080 +45,251	+513%	+$1.24M	0.88%	27
2020 Q1	$217K	Buy	8,829 +685	+8%	+$23.9K	0.16%	48
2019 Q4	$321K	Buy	+8,144	New	+$314K	0.21%	41

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

Tobias Financial Advisors's SPYD Position: Q2 2026 in Review

Tobias Financial Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 1.7% in Q2 2026, selling an estimated $25.7K and leaving 32,479 shares worth $1.55M. The position accounts for 0.2% of the portfolio, ranked #56.

Tobias Financial Advisors first reported a position in SPYD in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.01M in Q4 2022. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Tobias Financial Advisors held 32,479 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.55M as of Q2 2026.
Tobias Financial Advisors sold 547 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $25.7K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.2% of Tobias Financial Advisors's portfolio in Q2 2026, its #56 holding.
Tobias Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2019 and has held it in 26 quarters since.
Tobias Financial Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.01M in Q4 2022.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.