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	–	3537
2024 Q1	$20.1K	Buy	+494	New	+$19.3K	﹤0.01%	1598
2023 Q3	–	Sell	-1,500	Closed	-$55.6K	–	1667
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

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

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

Avior Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 74,387 shares worth $3.55M. The stake represents 0.09% of the portfolio and ranks #182 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in SPYD as recently as Q1 2024.

Avior Wealth Management first reported a position in SPYD in Q4 2022 and has held it in 5 quarters since. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Avior Wealth Management held 74,387 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $3.55M as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Avior Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.09% of Avior Wealth Management's portfolio in Q2 2026, its #182 holding.
Avior Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 5 quarters since.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.