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 Q3	$224K	Buy	4,926 +22	+0.4%	+$1.08K	0.05%	280
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

COWA LLC Tulsa, Oklahoma $410M AUM 17.75% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Accel Wealth Management's SPYD Position: Q3 2026 in Review

Accel Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.45% in Q3 2026, buying an estimated $1.08K and bringing the position to 4,926 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #280.

Accel Wealth Management first reported a position in SPYD in Q4 2020 and has held it in 19 quarters since. The position peaked at $251K in Q1 2022. 200 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Accel Wealth Management held 4,926 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $224K as of Q3 2026.
Accel Wealth Management bought 22 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 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 Q3 2026, its #280 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 19 quarters since.
Accel Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $251K in Q1 2022.
200 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.