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

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

Accel Wealth Management's SPYD Position: Q2 2026 in Review

Accel Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.47% in Q2 2026, buying an estimated $1.08K and bringing the position to 4,904 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #267.

Accel Wealth Management first reported a position in SPYD in Q4 2020 and has held it in 18 quarters since. The position peaked at $251K in Q1 2022. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Accel Wealth Management held 4,904 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $234K as of Q2 2026.
Accel Wealth Management bought 23 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $1.08K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #267 holding.
Accel Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2020 and has held it in 18 quarters since.
Accel Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $251K in Q1 2022.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.