SPYD ETF Analysis: Portfolio SP500 High | NYSE

Mid-Cap Value | NYSE, USA | Market Cap: 7.514m USD | 12M Return: 16.2% | Charts, Fundamentals & Technical Analysis

Dividend Stocks, REITs, Large-Cap Equities, Common Stocks
Total Rating 62
Safety 64
Buy Signal 0.06
Mid-Cap Value
Category Rotation: -2.0
TER: 0.07%
AUM: 7.51B
Avg Turnover: 58.0M
Risk 3d forecast
Volatility14.3%
VaR 5th Pctl2.58%
VaR vs Median0.22%
Reward TTM
Sharpe Ratio0.98
Rel. Str. IBD48.3
Rel. Str. Peer Group30
Character TTM
Beta0.352
Beta Downside0.345
Hurst Exponent0.475
Drawdowns 3y
Max DD16.13%
CAGR/Max DD0.88
CAGR/Mean DD3.85

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.9% 15
Feb +0.6% 0
Mar -0.9% 36
Apr +0.3% 13
May -0.0% 0
Jun +0.3% 0
Jul +0.1% 0
Aug -0.6% 26
Sep -2.0% 53
Oct -0.2% 43
Nov +2.4% 63
Dec +0.1% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: SPYD Portfolio SP500 High

The SPDR Portfolio S&P 500 High Dividend ETF (SPYD) is a passive equity fund that invests at least 80% of its assets in the 80 highest dividend-yielding companies within the S&P 500 Index. As a high dividend yield ETF, it targets income-focused investors by concentrating on established large-cap U.S. companies, and its inclusion of real estate investment trusts (REITs) is notable since REITs are generally structured to distribute the majority of their taxable income as dividends, making them a natural fit for yield-oriented strategies.

Headlines to Watch Out For
  • Fed rate cuts compress high dividend yield premiums
  • Rising Treasury yields reduce appeal of dividend stocks
  • REIT and energy sector concentration amplifies volatility
What is the price of SPYD shares?

As of July 02, 2026, the stock is trading at USD 47.93 with a total of 1,290,455 shares traded. Over the past week, the price has changed by +0.33%, over one month by +2.73%, over three months by +6.92% and over the past year by +16.24%.

Current recommended Stop Loss: 46.50 (which is 3% or 2.7 ATR below the current price).

Is SPYD a buy, sell or hold?

Portfolio SP500 High has no consensus analysts rating.