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 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 $377B AUM 19.32% 1-Year Est. Return

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

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

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

FCAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

United Capital Financial Advisors's SPYD Position: Q1 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 6.8% in Q1 2026, selling an estimated $125K and leaving 37,169 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #600.

United Capital Financial Advisors first reported a position in SPYD in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.7M in Q1 2025. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

United Capital Financial Advisors held 37,169 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.69M as of Q1 2026.
United Capital Financial Advisors sold 2,727 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $125K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #600 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 11 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.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.