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

Alliance Wealth Management Group’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
Q1 		$1.55M Buy
34,056
+1,386
+4% +$63.7K 0.34% 42
2025
Q4 		$1.41M Sell
32,670
-127
-0.4% -$5.5K 0.31% 43
2025
Q3 		$1.44M Buy
32,797
+3,112
+10% +$136K 0.32% 42
2025
Q2 		$1.26M Sell
29,685
-603
-2% -$25.3K 0.32% 42
2025
Q1 		$1.34M Buy
30,288
+976
+3% +$42.9K 0.36% 38
2024
Q4 		$1.27M Sell
29,312
-2,228
-7% -$101K 0.34% 39
2024
Q3 		$1.44M Buy
31,540
+391
+1% +$17K 0.38% 39
2024
Q2 		$1.25M Sell
31,149
-295
-0.9% -$11.8K 0.36% 39
2024
Q1 		$1.28M Buy
31,444
+5,310
+20% +$207K 0.38% 39
2023
Q4 		$1.02M Buy
+26,134
New +$939K 0.32% 41
2023
Q2 		$901K Buy
24,308
+1,842
+8% +$68K 0.29% 43
2023
Q1 		$854K Sell
22,466
-1,237
-5% -$49.4K 0.29% 43
2022
Q4 		$938K Buy
23,703
+377
+2% +$14.7K 0.34% 43
2022
Q3 		$827K Sell
23,326
-6,179
-21% -$249K 0.32% 42
2022
Q2 		$1.18M Buy
29,505
+3,638
+14% +$156K 0.44% 37
2022
Q1 		$1.14M Buy
25,867
+5,241
+25% +$226K 0.37% 39
2021
Q4 		$867K Sell
20,626
-14
-0.1% -$571 0.27% 43
2021
Q3 		$807K Buy
20,640
+98
+0.5% +$3.9K 0.26% 43
2021
Q2 		$824K Buy
20,542
+12,591
+158% +$512K 0.27% 43
2021
Q1 		$306K Sell
7,951
-901
-10% -$32.8K 0.12% 53
2020
Q4 		$292K Buy
8,852
+655
+8% +$20.2K 0.12% 54
2020
Q3 		$225K Sell
8,197
-148
-2% -$4.18K 0.1% 56
2020
Q2 		$232K Sell
8,345
-21,330
-72% -$583K 0.11% 54
2020
Q1 		$730K Buy
29,675
+23,772
+403% +$828K 0.39% 36
2019
Q4 		$233K Buy
5,903
+161
+3% +$6.21K 0.1% 54
2019
Q3 		$218K Buy
5,742
+330
+6% +$12.3K 0.1% 52
2019
Q2 		$206K Sell
5,412
-160
-3% -$6.06K 0.1% 57
2019
Q1 		$211K Sell
5,572
-34,743
-86% -$1.28M 0.11% 53
2018
Q4 		$1.37M Sell
40,315
-646
-2% -$23.6K 0.82% 25
2018
Q3 		$1.54M Buy
40,961
+544
+1% +$20.6K 0.84% 24
2018
Q2 		$1.51M Buy
40,417
+963
+2% +$35.1K 0.87% 27
2018
Q1 		$1.41M Buy
39,454
+6,960
+21% +$255K 0.66% 33
2017
Q4 		$1.21M Buy
+32,494
New +$1.2M 0.6% 34

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alliance Wealth Management Group's SPYD Position: Q1 2026 in Review

Alliance Wealth Management Group increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 4.2% in Q1 2026, buying an estimated $63.7K and bringing the position to 34,056 shares worth $1.55M. The position accounts for 0.34% of the portfolio, ranked #42.

Alliance Wealth Management Group first reported a position in SPYD in Q4 2017 and has held it in 33 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Alliance Wealth Management Group held 34,056 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.55M as of Q1 2026.
  • Alliance Wealth Management Group bought 1,386 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $63.7K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.34% of Alliance Wealth Management Group's portfolio in Q1 2026, its #42 holding.
  • Alliance Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2017 and has held it in 33 quarters since.
  • 497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.