Vantage Financial Partners (Wisconsin)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Vantage Financial Partners (Wisconsin)’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	-10,790	Closed	-$467K	–	203
2024 Q4	$467K	Sell	10,790 -14,341	-57%	-$651K	0.12%	108
2024 Q3	$1.15M	Sell	25,131 -4,823	-16%	-$209K	0.28%	52
2024 Q2	$1.21M	Sell	29,954 -3,996	-12%	-$160K	0.31%	39
2024 Q1	$1.38M	Sell	33,950 -177	-0.5%	-$6.91K	0.37%	35
2023 Q4	$1.34M	Buy	+34,127	New	+$1.23M	0.39%	35

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 $3.65B AUM 41.88% 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

Vantage Financial Partners (Wisconsin)'s SPYD Position: Q1 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2025, closing a stake of 10,790 shares — an estimated $467K sold.

Vantage Financial Partners (Wisconsin) first reported a position in SPYD in Q4 2023 and held it in 5 quarters. The position peaked at $1.38M in Q1 2024. 461 funds tracked by Wall St. Rank hold SPYD as of Q1 2025.

Vantage Financial Partners (Wisconsin) reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q1 2025 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 10,790 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2025, an estimated $467K.
Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2023 and held it in 5 quarters.
Vantage Financial Partners (Wisconsin)'s State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.38M in Q1 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 Vantage Financial Partners (Wisconsin)'s 13F filing for Q1 2025, filed 7 May 2025.