AWM
SPYD icon

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

Angeles 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
2025
Q2 		– Sell
-830
Closed -$36.7K – 451
2025
Q1 		$36.7K Hold
830
– – ﹤0.01% 342
2024
Q4 		$35.9K Hold
830
– – ﹤0.01% 349
2024
Q3 		$37.9K Hold
830
– – ﹤0.01% 305
2024
Q2 		$33.4K Sell
830
-21
-2% -$842 ﹤0.01% 267
2024
Q1 		$34.6K Sell
851
-120
-12% -$4.68K ﹤0.01% 261
2023
Q4 		$38.1K Hold
971
– – ﹤0.01% 228
2023
Q3 		$34.1K Sell
971
-1,574
-62% -$58.6K ﹤0.01% 205
2023
Q2 		$94.4K Sell
2,545
-430,697
-99% -$15.9M 0.01% 193
2023
Q1 		$16.5M Buy
433,242
+43,231
+11% +$1.73M 2.45% 13
2022
Q4 		$15.4M Buy
390,011
+28,757
+8% +$1.12M 2.7% 11
2022
Q3 		$12.8M Buy
361,254
+24,593
+7% +$990K 2.54% 11
2022
Q2 		$13.4M Buy
336,661
+86,605
+35% +$3.72M 2.68% 12
2022
Q1 		$11M Buy
+250,056
New +$10.8M 2.08% 13

Other funds holding SPYD

MYLI
Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Angeles Wealth Management's SPYD Position: Q2 2025 in Review

Angeles Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2025, closing a stake of 830 shares — an estimated $36.7K sold.

Angeles Wealth Management first reported a position in SPYD in Q1 2022 and held it in 13 quarters. The position peaked at $16.5M in Q1 2023. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

  • Angeles Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 830 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $36.7K.
  • Angeles Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and held it in 13 quarters.
  • Angeles Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $16.5M in Q1 2023.
  • 455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.