World Investment Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

World Investment 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	$3M	Sell	63,863 -6,937	-10%	-$326K	0.05%	375
2026 Q1	$3.22M	Sell	70,800 -6,263	-8%	-$288K	0.05%	362
2025 Q4	$3.33M	Buy	77,063 +69,398	+905%	+$3.01M	0.05%	348
2025 Q3	$337K	Sell	7,665 -1,255	-14%	-$55K	0.01%	942
2025 Q2	$379K	Sell	8,920 -188	-2%	-$7.9K	0.01%	830
2025 Q1	$403K	Sell	9,108 -131	-1%	-$5.76K	0.01%	760
2024 Q4	$400K	Buy	9,239 +8	+0.1%	+$363	0.01%	723
2024 Q3	$421K	Buy	+9,231	New	+$401K	0.01%	628

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

World Investment Advisors's SPYD Position: Q2 2026 in Review

World Investment Advisors reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 9.8% in Q2 2026, selling an estimated $326K and leaving 63,863 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #375.

World Investment Advisors first reported a position in SPYD in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.33M in Q4 2025. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

World Investment Advisors held 63,863 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3M as of Q2 2026.
World Investment Advisors sold 6,937 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $326K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #375 holding.
World Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $3.33M in Q4 2025.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.