CCWM
SPYD icon

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

Cassaday & Co 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 		– Sell
-440
Closed -$20K – 1424
2026
Q1 		$20K Buy
+440
New +$20.2K ﹤0.01% 785

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cassaday & Co Wealth Management's SPYD Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026, closing a stake of 440 shares — an estimated $20K sold.

Cassaday & Co Wealth Management first reported a position in SPYD in Q1 2026 and held it in 1 quarter. The position peaked at $20K in Q1 2026. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 440 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $20K.
  • Cassaday & Co Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $20K in Q1 2026.
  • 521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.