Beacon Bridge Wealth Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Beacon Bridge Wealth Partners’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
2025 Q2	–	Sell	-6,479	Closed	-$287K	–	91
2025 Q1	$287K	Buy	6,479 +315	+5%	+$13.8K	0.12%	77
2024 Q4	$267K	Sell	6,164 -109	-2%	-$4.94K	0.11%	77
2024 Q3	$286K	Sell	6,273 -120	-2%	-$5.21K	0.12%	74
2024 Q2	$257K	Sell	6,393 -4,353	-41%	-$175K	0.12%	80
2024 Q1	$437K	Buy	10,746 +3,931	+58%	+$153K	0.21%	67
2023 Q4	$267K	Sell	6,815 -3,132	-31%	-$112K	0.13%	79
2023 Q3	$349K	Sell	9,947 -44	-0.4%	-$1.64K	0.18%	59
2023 Q2	$370K	Sell	9,991 -584	-6%	-$21.6K	0.19%	52
2023 Q1	$402K	Buy	10,575 +326	+3%	+$13K	0.24%	45
2022 Q4	$406K	Buy	+10,249	New	+$401K	0.29%	42

Other funds holding SPYD

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

AOI

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

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

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

Beacon Bridge Wealth Partners's SPYD Position: Q2 2025 in Review

Beacon Bridge Wealth Partners sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2025, closing a stake of 6,479 shares — an estimated $287K sold.

Beacon Bridge Wealth Partners first reported a position in SPYD in Q4 2022 and held it in 10 quarters. The position peaked at $437K in Q1 2024. 455 funds tracked by Wall St. Rank hold SPYD as of Q2 2025.

Beacon Bridge Wealth Partners reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2025 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 6,479 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2025, an estimated $287K.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and held it in 10 quarters.
Beacon Bridge Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $437K in Q1 2024.
455 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2025.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.