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
2026 Q2	$206K	Buy	+4,326	New	+$203K	0.06%	103
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

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

Beacon Bridge Wealth Partners's SPYD Position: Q2 2026 in Review

Beacon Bridge Wealth Partners opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 4,326 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #103 among its holdings. This is a return to the name: Beacon Bridge Wealth Partners previously reported a position in SPYD as recently as Q1 2025.

Beacon Bridge Wealth Partners first reported a position in SPYD in Q4 2022 and has held it in 11 quarters since. The position peaked at $437K in Q1 2024. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Beacon Bridge Wealth Partners held 4,326 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $206K as of Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Beacon Bridge Wealth Partners position in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.06% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #103 holding.
Beacon Bridge Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 11 quarters since.
Beacon Bridge Wealth Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $437K in Q1 2024.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.