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

United Capital 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	$1.49M	Sell	31,245 -5,924	-16%	-$278K	0.01%	658
2026 Q1	$1.69M	Sell	37,169 -2,727	-7%	-$125K	0.01%	600
2025 Q4	$1.73M	Sell	39,896 -8,815	-18%	-$382K	0.01%	570
2025 Q3	$2.14M	Sell	48,711 -8,389	-15%	-$368K	0.02%	452
2025 Q2	$2.42M	Sell	57,100 -3,951	-6%	-$166K	0.02%	404
2025 Q1	$2.7M	Buy	+61,051	New	+$2.68M	0.02%	370
2023 Q3	–	Sell	-8,224	Closed	-$305K	–	894
2023 Q2	$305K	Sell	8,224 -381	-4%	-$14.1K	﹤0.01%	764
2023 Q1	$327K	Sell	8,605 -8	-0.1%	-$320	﹤0.01%	803
2022 Q4	$341K	Sell	8,613 -2,033	-19%	-$79.5K	﹤0.01%	848
2022 Q3	$378K	Buy	10,646 +4,654	+78%	+$187K	﹤0.01%	836
2022 Q2	$239K	Buy	+5,992	New	+$258K	﹤0.01%	1003
2019 Q1	–	Sell	-70,614	Closed	-$2.41M	–	1399
2018 Q4	$2.41M	Buy	+70,614	New	+$2.58M	0.02%	520

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 22.9% 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

United Capital Financial Advisors's SPYD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 16% in Q2 2026, selling an estimated $278K and leaving 31,245 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #658.

United Capital Financial Advisors first reported a position in SPYD in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.7M in Q1 2025. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

United Capital Financial Advisors held 31,245 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.49M as of Q2 2026.
United Capital Financial Advisors sold 5,924 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $278K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #658 holding.
United Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2018 and has held it in 12 quarters since.
United Capital Financial Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $2.7M in Q1 2025.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.