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

Bullock 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	$48.5K	Hold	1,011	–	–	0.02%	286
2026 Q1	$45.8K	Hold	1,011	–	–	0.02%	279
2025 Q4	$43.7K	Hold	1,011	–	–	0.02%	281
2025 Q3	$44.7K	Hold	1,011	–	–	0.02%	277
2025 Q2	$43.6K	Sell	1,011 -117	-10%	-$4.92K	0.02%	255
2025 Q1	$49.8K	Buy	1,128 +1	+0.1%	+$44	0.03%	244
2024 Q4	$48.7K	Buy	1,127 +2	+0.2%	+$91	0.03%	259
2024 Q3	$51.1K	Sell	1,125 -246	-18%	-$10.7K	0.03%	240
2024 Q2	$54.9K	Buy	1,371 +16	+1%	+$642	0.04%	226
2024 Q1	$54.6K	Buy	+1,355	New	+$52.9K	0.04%	237

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 22.9% 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

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

Bullock Wealth Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 1,011 shares worth $48.5K. The position accounts for 0.02% of the portfolio, ranked #286.

Bullock Wealth Management first reported a position in SPYD in Q1 2024 and has held it in 10 quarters since. The position peaked at $54.9K in Q2 2024. 524 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Bullock Wealth Management held 1,011 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $48.5K as of Q2 2026.
Bullock 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 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #286 holding.
Bullock Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $54.9K in Q2 2024.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.