Accel Wealth Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Accel Wealth Management’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	$234K	Buy	4,904 +23	+0.5%	+$1.08K	0.05%	267
2026 Q1	$222K	Buy	4,881 +20	+0.4%	+$919	0.06%	258
2025 Q4	$210K	Buy	4,861 +25	+0.5%	+$1.08K	0.06%	264
2025 Q3	$213K	Buy	4,836 +21	+0.4%	+$921	0.06%	260
2025 Q2	$204K	Buy	4,815 +23	+0.5%	+$967	0.07%	251
2025 Q1	$212K	Buy	4,792 +18	+0.4%	+$791	0.08%	227
2024 Q4	$206K	Buy	4,774 +24	+0.5%	+$1.09K	0.08%	232
2024 Q3	$217K	Buy	+4,750	New	+$206K	0.08%	227
2023 Q2	–	Sell	-5,730	Closed	-$218K	–	764
2023 Q1	$218K	Buy	5,730 +18	+0.3%	+$719	0.09%	205
2022 Q4	$226K	Buy	5,712 +22	+0.4%	+$861	0.11%	150
2022 Q3	$214K	Hold	5,690	–	–	0.11%	155
2022 Q2	$225K	Hold	5,690	–	–	0.13%	135
2022 Q1	$251K	Hold	5,690	–	–	0.13%	131
2021 Q4	$239K	Buy	5,690 +1,025	+22%	+$41.8K	0.12%	138
2021 Q3	$182K	Hold	4,665	–	–	0.12%	146
2021 Q2	$187K	Hold	4,665	–	–	0.12%	161
2021 Q1	$180K	Hold	4,665	–	–	0.15%	148
2020 Q4	$154K	Buy	+4,665	New	+$144K	0.14%	150

Other funds holding SPYD

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return