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

Austin 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	$819K	Buy	16,589 +3,633	+28%	+$171K	0.17%	68
2026 Q1	$592K	Sell	12,956 -8,069	-38%	-$371K	0.13%	70
2025 Q4	$933K	Sell	21,025 -4,734	-18%	-$205K	0.14%	79
2025 Q3	$1.13M	Buy	25,759 +1,769	+7%	+$77.6K	0.18%	73
2025 Q2	$1.03M	Sell	23,990 -3,489	-13%	-$147K	0.18%	67
2025 Q1	$1.15M	Buy	27,479 +1,239	+5%	+$54.5K	0.23%	55
2024 Q4	$1.15M	Buy	26,240 +24	+0.1%	+$1.09K	0.24%	56
2024 Q3	$1.18M	Buy	26,216 +1,080	+4%	+$46.9K	0.26%	49
2024 Q2	$1.04M	Buy	25,136 +553	+2%	+$22.2K	0.24%	54
2024 Q1	$1.01M	Buy	24,583 +3,021	+14%	+$118K	0.25%	53
2023 Q4	$832K	Buy	21,562 +970	+5%	+$34.8K	0.22%	55
2023 Q3	$739K	Buy	+20,592	New	+$766K	0.23%	54

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

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

Austin Wealth Management increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 28% in Q2 2026, buying an estimated $171K and bringing the position to 16,589 shares worth $819K. The position accounts for 0.17% of the portfolio, ranked #68.

Austin Wealth Management first reported a position in SPYD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q3 2024. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Austin Wealth Management held 16,589 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $819K as of Q2 2026.
Austin Wealth Management bought 3,633 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $171K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.17% of Austin Wealth Management's portfolio in Q2 2026, its #68 holding.
Austin Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.18M in Q3 2024.
518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.