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

Axxcess 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	$898K	Buy	+18,813	New	+$884K	0.01%	556
2026 Q1	–	Sell	-19,154	Closed	-$828K	–	918
2025 Q4	$828K	Buy	19,154 +12,714	+197%	+$551K	0.01%	550
2025 Q3	$283K	Buy	6,440 +1	+0%	+$44	0.01%	773
2025 Q2	$273K	Buy	6,439 +77	+1%	+$3.24K	0.01%	748
2025 Q1	$282K	Hold	6,362	–	–	0.01%	706
2024 Q4	$275K	Buy	6,362 +1	+0%	+$45	0.01%	695
2024 Q3	$290K	Hold	6,361	–	–	0.01%	697
2024 Q2	$256K	Buy	6,361 +1	+0%	+$40	0.01%	703
2024 Q1	$259K	Sell	6,360 -184	-3%	-$7.18K	0.01%	715
2023 Q4	$256K	Sell	6,544 -429	-6%	-$15.4K	0.01%	698
2023 Q3	$245K	Buy	+6,973	New	+$260K	0.01%	658
2022 Q4	–	Sell	-51,135	Closed	-$1.81M	–	682
2022 Q3	$1.81M	Buy	51,135 +43,651	+583%	+$1.76M	0.17%	116
2022 Q2	$299K	Sell	7,484 -4,533	-38%	-$195K	0.03%	397
2022 Q1	$528K	Buy	+12,017	New	+$518K	0.04%	346

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

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

Axxcess Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 18,813 shares worth $898K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPYD as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SPYD in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.81M in Q3 2022. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Axxcess Wealth Management held 18,813 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $898K as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #556 holding.
Axxcess Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2022 and has held it in 14 quarters since.
Axxcess Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.81M in Q3 2022.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.