Apella Capital’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Apella Capital’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	$880K	Sell	18,122 -2,403	-12%	-$113K	0.01%	390
2026 Q1	$952K	Buy	20,525 +14,051	+217%	+$646K	0.01%	374
2025 Q4	$280K	Sell	6,474 -2	-0%	-$87	0.01%	457
2025 Q3	$279K	Buy	+6,476	New	+$284K	0.01%	404
2023 Q4	–	Sell	-9,415	Closed	-$330K	–	295
2023 Q3	$330K	Hold	9,415	–	–	0.02%	203
2023 Q2	$349K	Buy	+9,415	New	+$348K	0.02%	197

Other funds holding SPYD

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's SPYD Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 12% in Q2 2026, selling an estimated $113K and leaving 18,122 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #390.

Apella Capital first reported a position in SPYD in Q2 2023 and has held it in 6 quarters since. The position peaked at $952K in Q1 2026. 90 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Apella Capital held 18,122 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $880K as of Q2 2026.
Apella Capital sold 2,403 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $113K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #390 holding.
Apella Capital first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2023 and has held it in 6 quarters since.
Apella Capital's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $952K in Q1 2026.
90 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.