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

Transform 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 Q1	–	Sell	-5,381	Closed	-$233K	–	270
2024 Q4	$233K	Hold	5,381	–	–	0.01%	242
2024 Q3	$246K	Hold	5,381	–	–	0.02%	194
2024 Q2	$216K	Hold	5,381	–	–	0.02%	203
2024 Q1	$219K	Hold	5,381	–	–	0.02%	212
2023 Q4	$211K	Buy	+5,381	New	+$193K	0.02%	227
2023 Q3	–	Sell	-5,631	Closed	-$209K	–	276
2023 Q2	$209K	Buy	+5,631	New	+$208K	0.02%	249

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

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

AOI

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

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

Transform Wealth's SPYD Position: Q1 2025 in Review

Transform Wealth sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2025, closing a stake of 5,381 shares — an estimated $233K sold.

Transform Wealth first reported a position in SPYD in Q2 2023 and held it in 6 quarters. The position peaked at $246K in Q3 2024. 461 funds tracked by Wall St. Rank hold SPYD as of Q1 2025.

Transform Wealth reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 5,381 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2025, an estimated $233K.
Transform Wealth first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and held it in 6 quarters.
Transform Wealth's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $246K in Q3 2024.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.