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

Westbourne Investments’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	$229K	Buy	5,030 +38	+0.8%	+$1.75K	0.11%	130
2025 Q4	$216K	Buy	+4,992	New	+$216K	0.1%	130

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 $4.4B AUM 74.25% 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

Westbourne Investments's SPYD Position: Q1 2026 in Review

Westbourne Investments increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.76% in Q1 2026, buying an estimated $1.75K and bringing the position to 5,030 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #130.

Westbourne Investments first reported a position in SPYD in Q4 2025 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Westbourne Investments held 5,030 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $229K as of Q1 2026.
Westbourne Investments bought 38 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $1.75K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.11% of Westbourne Investments's portfolio in Q1 2026, its #130 holding.
Westbourne Investments first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2025 and has held it in 2 quarters since.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.