ZI
SPYD icon

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

ZEGA 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
2025
Q3 		– Sell
-33,605
Closed -$1.43M – 178
2025
Q2 		$1.43M Buy
33,605
+6,917
+26% +$291K 0.19% 69
2025
Q1 		$1.18M Buy
26,688
+2,335
+10% +$103K 0.18% 71
2024
Q4 		$1.07M Buy
+24,353
New +$1.1M 0.27% 51

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ZEGA Investments's SPYD Position: Q3 2025 in Review

ZEGA Investments sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2025, closing a stake of 33,605 shares — an estimated $1.43M sold.

ZEGA Investments first reported a position in SPYD in Q4 2024 and held it in 3 quarters. The position peaked at $1.43M in Q2 2025. 451 funds tracked by Wall St. Rank hold SPYD as of Q3 2025.

  • ZEGA Investments reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • ZEGA Investments sold 33,605 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2025, an estimated $1.43M.
  • ZEGA Investments first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and held it in 3 quarters.
  • ZEGA Investments's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.43M in Q2 2025.
  • 451 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2025.

Based on ZEGA Investments's 13F filing for Q3 2025, filed 27 Oct 2025.