SPYD — SPDR SER TR S&P 500 HIGH DIVID ETF

Ownership history in First Command Advisory Services, Inc.  ·  15 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in SPDR SER TR S&P 500 HIGH DIVID ETF (SPYD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
17.93% (2022 Q2)
Avg. % of fund
3.42%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 900,437 +11,038 +1.2% 0.27% $38.9M $43.25
2025 Q3 ADDED 889,399 +18,787 +2.2% 0.28% $39.1M $43.45
2025 Q2 ADDED 870,612 +35,496 +4.3% 0.32% $36.9M $41.44
2025 Q1 ADDED 835,116 +57,232 +7.4% 0.35% $37.0M $42.71
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYD price (monthly, adj. close)

Other funds also holding SPYD

As of 2025 Q4 — sorted by position size

Curran Financial Partners, LLC 3Y 4.27% Barry Investment Advisors, LLC 3Y 7Y 3.65% Genesee Capital Advisors, LLC 3Y 7Y 2.9% SWS Partners 3Y 7Y 2.57% Auto-Owners Insurance Co 3Y 2.5% COWA, LLC 3Y 2.49% Keystone Financial Planning, Inc. 3Y 7Y 2.41% Total Clarity Wealth Management, Inc. 3Y 1.86% Independent Wealth Network Inc. 3Y 1.26% VANTAGEPOINT INVESTMENT ADVISERS LLC 3Y 7Y 1.19%
← Back to First Command Advisory Services, Inc. Holdings