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

Avior 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	$3.55M	Buy	+74,387	New	+$3.5M	0.09%	182
2024 Q2	–	Sell	-494	Closed	-$20.1K	–	3540
2024 Q1	$20.1K	Buy	+494	New	+$19.3K	﹤0.01%	1598
2023 Q3	–	Sell	-1,500	Closed	-$55.6K	–	1679
2023 Q2	$55.6K	Hold	1,500	–	–	﹤0.01%	737
2023 Q1	$57K	Buy	1,500 +1,490	+14,900%	+$59.5K	﹤0.01%	739
2022 Q4	$395	Buy	+10	New	+$391	﹤0.01%	1188
2021 Q4	–	Hold	0	–	–	–	1224
2021 Q3	–	Hold	0	–	–	–	1177

Other funds holding SPYD

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

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return