Valley National Advisers’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Valley National Advisers’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	$27.5K	Buy	577 +1	+0.2%	+$47	﹤0.01%	477
2026 Q1	$26K	Hold	576	–	–	﹤0.01%	471
2025 Q4	$24K	Hold	576	–	–	﹤0.01%	484
2025 Q3	$25K	Buy	576 +1	+0.2%	+$44	﹤0.01%	448
2025 Q2	$24K	Hold	575	–	–	﹤0.01%	466
2025 Q1	$25K	Buy	575 +544	+1,755%	+$23.9K	﹤0.01%	458
2024 Q4	$1K	Hold	31	–	–	﹤0.01%	758
2024 Q3	$1K	Hold	31	–	–	﹤0.01%	722
2024 Q2	$1K	Buy	31 +1	+3%	+$40	﹤0.01%	1130
2024 Q1	$1K	Hold	30	–	–	﹤0.01%	1177
2023 Q4	$1K	Hold	30	–	–	﹤0.01%	1147
2023 Q3	$1K	Buy	30 +1	+3%	+$37	﹤0.01%	1014
2023 Q2	$2K	Buy	+29	New	+$1.07K	﹤0.01%	820

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

Valley National Advisers's SPYD Position: Q2 2026 in Review

Valley National Advisers increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.17% in Q2 2026, buying an estimated $47 and bringing the position to 577 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Valley National Advisers first reported a position in SPYD in Q2 2023 and has held it in 13 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Valley National Advisers held 577 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $27.5K as of Q2 2026.
Valley National Advisers bought 1 State Street SPDR Portfolio S&P 500 High Dividend ETF share in Q2 2026, an estimated $47.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #477 holding.
Valley National Advisers first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and has held it in 13 quarters since.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.