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

AE 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	$5.88M	Buy	123,255 +7,335	+6%	+$345K	0.03%	404
2026 Q1	$5.28M	Buy	115,920 +536	+0.5%	+$24.6K	0.03%	406
2025 Q4	$4.99M	Buy	115,384 +10,636	+10%	+$461K	0.03%	393
2025 Q3	$4.61M	Buy	104,748 +5,703	+6%	+$250K	0.03%	383
2025 Q2	$4.2M	Buy	99,045 +7,599	+8%	+$319K	0.03%	379
2025 Q1	$4.05M	Buy	91,446 +725	+0.8%	+$31.9K	0.03%	383
2024 Q4	$3.92M	Buy	90,721 +8,906	+11%	+$404K	0.03%	385
2024 Q3	$3.73M	Buy	81,815 +2,729	+3%	+$119K	0.03%	389
2024 Q2	$3.18M	Buy	79,086 +4,885	+7%	+$196K	0.03%	425
2024 Q1	$3.02M	Sell	74,201 -56,081	-43%	-$2.19M	0.03%	403
2023 Q4	$5.09M	Buy	130,282 +92,508	+245%	+$3.32M	0.03%	581
2023 Q3	$1.32M	Buy	37,774 +5,377	+17%	+$200K	0.01%	990
2023 Q2	$1.2M	Sell	32,397 -8,172	-20%	-$302K	0.01%	1020
2023 Q1	$1.54M	Sell	40,569 -3,946	-9%	-$158K	0.01%	888
2022 Q4	$1.76M	Buy	44,515 +4,520	+11%	+$177K	0.01%	793
2022 Q3	$1.42M	Sell	39,995 -2,191	-5%	-$88.2K	0.01%	816
2022 Q2	$1.68M	Buy	42,186 +5,369	+15%	+$231K	0.01%	719
2022 Q1	$1.62M	Buy	36,817 +5,485	+18%	+$236K	0.01%	754
2021 Q4	$1.32M	Buy	31,332 +13,805	+79%	+$563K	0.01%	838
2021 Q3	$686K	Sell	17,527 -163	-0.9%	-$6.49K	0.01%	1019
2021 Q2	$709K	Sell	17,690 -689	-4%	-$28K	0.01%	981
2021 Q1	$708K	Buy	18,379 +1,037	+6%	+$37.8K	0.01%	885
2020 Q4	$571K	Sell	17,342 -5,693	-25%	-$176K	0.01%	913
2020 Q3	$631K	Buy	23,035 +7,972	+53%	+$225K	0.01%	785
2020 Q2	$420K	Sell	15,063 -4,774	-24%	-$130K	0.01%	932
2020 Q1	$488K	Sell	19,837 -63,767	-76%	-$2.22M	0.01%	690
2019 Q4	$3.3M	Sell	83,604 -86,471	-51%	-$3.33M	0.07%	244
2019 Q3	$6.46M	Buy	170,075 +110,037	+183%	+$4.11M	0.19%	100
2019 Q2	$2.28M	Buy	+60,038	New	+$2.28M	0.07%	213

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

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

AE Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 6.3% in Q2 2026, buying an estimated $345K and bringing the position to 123,255 shares worth $5.88M. The position accounts for 0.03% of the portfolio, ranked #404.

AE Wealth Management first reported a position in SPYD in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.46M in Q3 2019. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

AE Wealth Management held 123,255 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $5.88M as of Q2 2026.
AE Wealth Management bought 7,335 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $345K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #404 holding.
AE Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2019 and has held it in 29 quarters since.
AE Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $6.46M in Q3 2019.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.