Badgley Phelps Wealth Managers’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Badgley Phelps Wealth Managers’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 Q1	$370K	Buy	8,132 +221	+3%	+$10.2K	0.01%	263
2025 Q4	$342K	Hold	7,911	–	–	0.01%	270
2025 Q3	$348K	Hold	7,911	–	–	0.01%	253
2025 Q2	$336K	Hold	7,911	–	–	0.01%	249
2025 Q1	$350K	Buy	7,911 +1,082	+16%	+$47.6K	0.01%	242
2024 Q4	$295K	Hold	6,829	–	–	0.01%	259
2024 Q3	$312K	Hold	6,829	–	–	0.01%	247
2024 Q2	$275K	Buy	+6,829	New	+$274K	0.01%	231

Other funds holding SPYD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Badgley Phelps Wealth Managers's SPYD Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.8% in Q1 2026, buying an estimated $10.2K and bringing the position to 8,132 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #263.

Badgley Phelps Wealth Managers first reported a position in SPYD in Q2 2024 and has held it in 8 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Badgley Phelps Wealth Managers held 8,132 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $370K as of Q1 2026.
Badgley Phelps Wealth Managers bought 221 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $10.2K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #263 holding.
Badgley Phelps Wealth Managers first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2024 and has held it in 8 quarters since.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.