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

Brown Miller 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	$225K	Hold	4,712	–	–	0.06%	195
2026 Q1	$214K	Sell	4,712 -372	-7%	-$17.1K	0.06%	187
2025 Q4	$220K	Hold	5,084	–	–	0.06%	182
2025 Q3	$224K	Hold	5,084	–	–	0.06%	182
2025 Q2	$216K	Hold	5,084	–	–	0.07%	184
2025 Q1	$225K	Hold	5,084	–	–	0.08%	169
2024 Q4	$220K	Hold	5,084	–	–	0.08%	113
2024 Q3	$232K	Buy	+5,084	New	+$221K	0.09%	118

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

Brown Miller Wealth Management's SPYD Position: Q2 2026 in Review

Brown Miller Wealth Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 4,712 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #195.

Brown Miller Wealth Management first reported a position in SPYD in Q3 2024 and has held it in 8 quarters since. The position peaked at $232K in Q3 2024. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Brown Miller Wealth Management held 4,712 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $225K as of Q2 2026.
Brown Miller Wealth Management left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.06% of Brown Miller Wealth Management's portfolio in Q2 2026, its #195 holding.
Brown Miller Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2024 and has held it in 8 quarters since.
Brown Miller Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $232K in Q3 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 Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.