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

Tortoise 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
2025
Q4 		– Sell
-206
Closed -$9.06K – 1269
2025
Q3 		$9.06K Buy
+206
New +$9.03K ﹤0.01% 626

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Bank of America
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
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
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

Tortoise Investment Management's SPYD Position: Q4 2025 in Review

Tortoise Investment Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q4 2025, closing a stake of 206 shares — an estimated $9.06K sold.

Tortoise Investment Management first reported a position in SPYD in Q3 2025 and held it in 1 quarter. The position peaked at $9.06K in Q3 2025. 475 funds tracked by Wall St. Rank hold SPYD as of Q4 2025.

  • Tortoise Investment Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 206 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q4 2025, an estimated $9.06K.
  • Tortoise Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $9.06K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.